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
$106M
AUM Growth
+$4.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$2.56M
2 +$1.37M
3 +$731K
4
GILD icon
Gilead Sciences
GILD
+$604K
5
AME icon
Ametek
AME
+$407K

Top Sells

1 +$3.11M
2 +$1.93M
3 +$1.23M
4
TUP
Tupperware Brands Corporation
TUP
+$298K
5
EMR icon
Emerson Electric
EMR
+$267K

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