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
$116M
AUM Growth
+$7.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$618K
2 +$596K
3 +$577K
4
CCI icon
Crown Castle
CCI
+$500K
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$397K

Top Sells

1 +$279K
2 +$267K
3 +$205K
4
CSV icon
Carriage Services
CSV
+$172K
5
DHR icon
Danaher
DHR
+$165K

Sector Composition

1 Technology 22%
2 Industrials 18.18%
3 Healthcare 12.76%
4 Consumer Discretionary 9.95%
5 Materials 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$219K 0.19%
+2,616
52
$203K 0.18%
1,475
-40
53
$201K 0.17%
6,705
-6,855