MMM

Mendel Money Management Portfolio holdings

AUM $238M
1-Year Est. Return 15.14%
This Quarter Est. Return
1 Year Est. Return
+15.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$211M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.14M
3
+$721K
4
CERT icon
Certara
CERT
+$583K
5
CELH icon
Celsius Holdings
CELH
+$430K

Top Sells

1
+$2.11M
2
+$1.47M
3
+$1.44M
4
CCI icon
Crown Castle
CCI
+$1.08M
5
IBM icon
IBM
IBM
+$764K

Sector Composition

1 Technology 27.23%
2 Industrials 15.64%
3 Healthcare 12.27%
4 Consumer Discretionary 9.48%
5 Financials 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.18M 0.56%
13,429
+572
52
$1.17M 0.55%
1,926
+29
53
$1.15M 0.54%
10,230
+10
54
$1.11M 0.53%
3,026
-23
55
$1.1M 0.52%
3,344
+7
56
$1.1M 0.52%
14,146
-50
57
$1.09M 0.52%
19,284
+782
58
$1.06M 0.5%
107,565
+58,865
59
$1.05M 0.5%
41,665
-1,046
60
$1.05M 0.5%
2,112
+12
61
$1.02M 0.48%
10,286
-14,603
62
$1.01M 0.48%
16,357
-26
63
$1.01M 0.48%
4,761
-265
64
$937K 0.44%
10,189
+33
65
$896K 0.42%
5,098
+39
66
$887K 0.42%
4,480
+10
67
$864K 0.41%
5,208
-1,157
68
$824K 0.39%
9,644
69
$824K 0.39%
22,248
+250
70
$801K 0.38%
2,940
+34
71
$785K 0.37%
8,742
+659
72
$760K 0.36%
3,065
73
$753K 0.36%
11,117
-945
74
$740K 0.35%
4,626
+169
75
$730K 0.35%
2,762
1 2
3
4 5