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
51
$336K 0.22%
2,088
+364
52
$325K 0.21%
8,980
-740
53
$315K 0.21%
1,918
-220
54
$312K 0.2%
4,448
55
$309K 0.2%
1,208
-18
56
$299K 0.2%
6,450
+50
57
$299K 0.2%
8,070
+1,681
58
$297K 0.19%
623
59
$286K 0.19%
4,045
-2,350
60
$269K 0.18%
11,940
-9,659
61
$266K 0.17%
3,838
+386
62
$260K 0.17%
657
-2
63
$231K 0.15%
4,403
-36
64
$227K 0.15%
2,200
-500
65
$224K 0.15%
1,320
66
$223K 0.15%
2,940
+200
67
$213K 0.14%
10,586
-260
1 2
3