MMM
Mendel Money Management Portfolio holdings
AUM
$226M
This Quarter Return
+5.71%
1 Year Return
+16.68%
3 Year Return
+55.14%
5 Year Return
+108.37%
10 Year Return
–
AUM
$153M
AUM Growth
+$153M
(+7.2%)
Cap. Flow
+$3.98M
Cap. Flow
% of AUM
2.6%
Top 10 Holdings %
Top 10 Hldgs %
39.76%
Holding
67
New
3
Increased
25
Reduced
32
Closed
–
Top Buys
| 1 |
JPMorgan Chase
JPM
|
$3.16M |
| 2 |
Bank of America
BAC
|
$1.42M |
| 3 |
FMC
FMC
|
$1.2M |
| 4 |
Marvell Technology
MRVL
|
$634K |
| 5 |
Meta Platforms (Facebook)
META
|
$376K |
Top Sells
| 1 |
Danaher
DHR
|
$917K |
| 2 |
Roper Technologies
ROP
|
$761K |
| 3 |
Thermo Fisher Scientific
TMO
|
$726K |
| 4 |
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% |
