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
$186M
AUM Growth
+$9.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$815K
3
+$639K
4
RELL icon
Richardson Electronics
RELL
+$389K
5
MRVL icon
Marvell Technology
MRVL
+$380K

Top Sells

1
+$7.73M
2
+$1.14M
3
+$988K
4
ABT icon
Abbott
ABT
+$769K
5
LIN icon
Linde
LIN
+$653K

Sector Composition

1 Technology 22.26%
2 Industrials 18.09%
3 Healthcare 13.02%
4 Consumer Discretionary 9.76%
5 Financials 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$815K 0.44%
+16,150
52
$810K 0.44%
2,745
+609
53
$785K 0.42%
2,285
-25
54
$762K 0.41%
2,096
+92
55
$745K 0.4%
17,760
-1,900
56
$727K 0.39%
4,389
+392
57
$716K 0.39%
6,880
+93
58
$704K 0.38%
8,485
+115
59
$695K 0.37%
28,120
-2,290
60
$627K 0.34%
15,379
-868
61
$622K 0.34%
11,904
-147,908
62
$611K 0.33%
2,672
+35
63
$604K 0.33%
15,537
-3,160
64
$600K 0.32%
1,784
+52
65
$596K 0.32%
21,408
+1,808
66
$585K 0.32%
2,562
+120
67
$581K 0.31%
8,353
+37
68
$567K 0.31%
3,387
+65
69
$553K 0.3%
1,883
+66
70
$549K 0.3%
3,956
+124
71
$536K 0.29%
3,991
-615
72
$509K 0.27%
3,766
+305
73
$489K 0.26%
14,425
+272
74
$482K 0.26%
3,792
+698
75
$469K 0.25%
8,385
+469
1 2
3
4 5