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
$107M
AUM Growth
-$195K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$3.58M
2 +$883K
3 +$326K
4
PEP icon
PepsiCo
PEP
+$290K
5
NXPI icon
NXP Semiconductors
NXPI
+$285K

Top Sells

1 +$1.33M
2 +$1.04M
3 +$546K
4
DOV icon
Dover
DOV
+$473K
5
ENOV icon
Enovis
ENOV
+$279K

Sector Composition

1 Industrials 37.78%
2 Healthcare 15.15%
3 Technology 12.57%
4 Energy 11.29%
5 Consumer Discretionary 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$202K 0.19%
+3,720
52
-8,480
53
-2,013