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
76
$521K 0.25%
+1,740
77
$516K 0.25%
+2,811
78
$511K 0.25%
+2,771
79
$494K 0.24%
+8,315
80
$493K 0.24%
+1,760
81
$488K 0.24%
+847
82
$484K 0.24%
4,483
+451
83
$478K 0.23%
+1,684
84
$463K 0.23%
+3,394
85
$443K 0.22%
1,256
+201
86
$440K 0.21%
+6,023
87
$436K 0.21%
+7,466
88
$435K 0.21%
+3,176
89
$435K 0.21%
7,696
+625
90
$424K 0.21%
+1,404
91
$419K 0.2%
+2,295
92
$415K 0.2%
21,813
+2,195
93
$410K 0.2%
+1,500
94
$406K 0.2%
+4,832
95
$405K 0.2%
+3,214
96
$385K 0.19%
4,957
+638
97
$376K 0.18%
+6,627
98
$366K 0.18%
4,423
99
$355K 0.17%
2,109
+48
100
$325K 0.16%
+2,398
1 2 3
4
5