MMM

Mendel Money Management Portfolio holdings

AUM $239M
1-Year Est. Return 17.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
+$4.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$2.38M
2 +$1.31M
3 +$740K
4
GILD icon
Gilead Sciences
GILD
+$663K
5
AME icon
Ametek
AME
+$393K

Top Sells

1 +$3.11M
2 +$1.92M
3 +$1.32M
4
TUP
Tupperware Brands Corporation
TUP
+$309K
5
EMR icon
Emerson Electric
EMR
+$271K

Sector Composition

1 Industrials 37.36%
2 Healthcare 15.13%
3 Energy 11.88%
4 Technology 9.92%
5 Consumer Discretionary 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-17,149