MMM

Mendel Money Management Portfolio holdings

AUM $226M
1-Year Est. Return 16.68%
This Quarter Est. Return
1 Year Est. Return
+16.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$6.03M
2
+$6M
3
+$5.7M
4
ANSS
Ansys
ANSS
+$5.21M
5
LOW icon
Lowe's Companies
LOW
+$5.06M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 23.45%
2 Technology 20.56%
3 Healthcare 13.58%
4 Consumer Discretionary 10.02%
5 Materials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.42M 1.38%
+20,190
27
$1.33M 1.29%
+7,833
28
$1.17M 1.13%
+7,094
29
$947K 0.92%
+10,017
30
$657K 0.64%
+15,705
31
$646K 0.63%
+8,800
32
$579K 0.56%
+1,675
33
$562K 0.55%
+4,071
34
$507K 0.49%
+3,370
35
$403K 0.39%
+1,097
36
$381K 0.37%
+6,320
37
$352K 0.34%
+9,510
38
$322K 0.31%
+1,930
39
$298K 0.29%
+1,392
40
$294K 0.29%
+1,010
41
$268K 0.26%
+4,744
42
$261K 0.25%
+4,594
43
$252K 0.24%
+4,712
44
$247K 0.24%
+3,647
45
$244K 0.24%
+2,148
46
$241K 0.23%
+3,991
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