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
$205M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$2.82M
3
+$1.84M
4
FMC icon
FMC
FMC
+$1.49M
5
AMZN icon
Amazon
AMZN
+$1.42M

Top Sells

1
+$614K
2
+$553K
3
+$514K
4
LKQ icon
LKQ Corp
LKQ
+$311K
5
DHR icon
Danaher
DHR
+$201K

Sector Composition

1 Technology 20.99%
2 Industrials 14.21%
3 Healthcare 12.65%
4 Consumer Discretionary 10.1%
5 Financials 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$777K 0.38%
+3,662
52
$748K 0.37%
+7,389
53
$747K 0.36%
+3,090
54
$746K 0.36%
5,543
+588
55
$739K 0.36%
1,675
+465
56
$735K 0.36%
+8,961
57
$711K 0.35%
+1,989
58
$708K 0.35%
21,674
+2,902
59
$688K 0.34%
14,017
+4,227
60
$679K 0.33%
+2,370
61
$673K 0.33%
25,100
+1,970
62
$669K 0.33%
13,300
+350
63
$660K 0.32%
18,098
+585
64
$643K 0.31%
7,072
+2,973
65
$615K 0.3%
+4,990
66
$607K 0.3%
+7,146
67
$606K 0.3%
+1,188
68
$593K 0.29%
+2,080
69
$587K 0.29%
+8,096
70
$585K 0.29%
25,759
+3,180
71
$581K 0.28%
+2,607
72
$580K 0.28%
+2,403
73
$574K 0.28%
+10,300
74
$567K 0.28%
+3,630
75
$561K 0.27%
5,365
+587
1 2
3
4 5