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
$153M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$1.42M
3
+$1.2M
4
MRVL icon
Marvell Technology
MRVL
+$634K
5
META icon
Meta Platforms (Facebook)
META
+$376K

Top Sells

1
+$917K
2
+$761K
3
+$726K
4
MSFT icon
Microsoft
MSFT
+$433K
5
ANSS
Ansys
ANSS
+$355K

Sector Composition

1 Technology 21.96%
2 Industrials 14.52%
3 Consumer Discretionary 11.19%
4 Healthcare 10.18%
5 Communication Services 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.46M 1.61%
58,171
+5
27
$2.02M 1.32%
80,364
-2,567
28
$1.88M 1.23%
38,365
+12,935
29
$1.65M 1.08%
30,738
+1,770
30
$1.61M 1.05%
15,385
-778
31
$1.42M 0.93%
+36,805
32
$1.22M 0.8%
11,290
-100
33
$1.2M 0.79%
+10,880
34
$1.2M 0.78%
5,426
35
$1.15M 0.75%
3,070
36
$1.03M 0.67%
8,600
37
$973K 0.64%
20,160
+1,544
38
$876K 0.57%
17,250
-1,440
39
$835K 0.55%
20,528
+6,053
40
$714K 0.47%
14,219
+1,933
41
$612K 0.4%
5,013
+1,385
42
$591K 0.39%
2,100
-190
43
$529K 0.35%
4,341
+714
44
$503K 0.33%
1,360
-105
45
$471K 0.31%
6,100
-1,582
46
$453K 0.3%
4,144
47
$424K 0.28%
7,285
-450
48
$400K 0.26%
21,200
-240
49
$353K 0.23%
3,257
-69
50
$343K 0.22%
+3,351
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