MMM
Mendel Money Management Portfolio holdings
AUM
$226M
This Quarter Return
+13.9%
1 Year Return
+16.68%
3 Year Return
+55.14%
5 Year Return
+108.37%
10 Year Return
–
AUM
$173M
AUM Growth
+$173M
(+8.5%)
Cap. Flow
-$6.02M
Cap. Flow
% of AUM
-3.47%
Top 10 Holdings %
Top 10 Hldgs %
41.18%
Holding
70
New
1
Increased
19
Reduced
42
Closed
3
Top Buys
| 1 |
Arista Networks
ANET
|
$784K |
| 2 |
Nutanix
NTNX
|
$378K |
| 3 |
IBM
IBM
|
$237K |
| 4 |
Janus Henderson Mortgage-Backed Securities ETF
JMBS
|
$199K |
| 5 |
WisdomTree International Quality Dividend Growth Fund
IQDG
|
$185K |
Top Sells
| 1 |
Lowe's Companies
LOW
|
$917K |
| 2 |
Microsoft
MSFT
|
$885K |
| 3 |
Thermo Fisher Scientific
TMO
|
$542K |
| 4 |
Linde
LIN
|
$450K |
| 5 |
Danaher
DHR
|
$380K |
Sector Composition
| 1 | Technology | 22.78% |
| 2 | Industrials | 12.37% |
| 3 | Consumer Discretionary | 12.15% |
| 4 | Healthcare | 11.63% |
| 5 | Communication Services | 8.22% |
