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
$114M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$7.34M
2
+$6.63M
3
+$6.3M
4
DHR icon
Danaher
DHR
+$6.15M
5
LOW icon
Lowe's Companies
LOW
+$5.11M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.98%
2 Healthcare 13.41%
3 Industrials 12.76%
4 Consumer Discretionary 10.77%
5 Materials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.37M 1.21%
+15,380
27
$1.12M 0.98%
+18,126
28
$1.07M 0.95%
+10,950
29
$1M 0.88%
+32,705
30
$967K 0.85%
+53,355
31
$949K 0.84%
+5,426
32
$946K 0.83%
+18,650
33
$879K 0.77%
+25,065
34
$786K 0.69%
+8,600
35
$649K 0.57%
+17,271
36
$584K 0.51%
+10,307
37
$541K 0.48%
+5,751
38
$533K 0.47%
+23,218
39
$520K 0.46%
+1,425
40
$505K 0.44%
+2,090
41
$482K 0.42%
+3,070
42
$437K 0.38%
+11,944
43
$356K 0.31%
+6,465
44
$334K 0.29%
+3,660
45
$306K 0.27%
+10,244
46
$305K 0.27%
+4,144
47
$300K 0.26%
+9,665
48
$291K 0.26%
+2,068
49
$248K 0.22%
+2,588
50
$246K 0.22%
+4,448
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