MMM
Mendel Money Management Portfolio holdings
AUM
$226M
This Quarter Return
+9.88%
1 Year Return
+16.68%
3 Year Return
+55.14%
5 Year Return
+108.37%
10 Year Return
–
AUM
$176M
AUM Growth
+$176M
(+9.6%)
Cap. Flow
+$2.32M
Cap. Flow
% of AUM
1.32%
Top 10 Holdings %
Top 10 Hldgs %
31.76%
Holding
121
New
7
Increased
44
Reduced
47
Closed
2
Top Buys
| 1 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$1.4M |
| 2 |
Cisco
CSCO
|
$714K |
| 3 |
Deere & Co
DE
|
$634K |
| 4 |
Farmers & Merchants Bancorp
FMAO
|
$400K |
| 5 |
Microsoft
MSFT
|
$379K |
Top Sells
| 1 |
Digital Realty Trust
DLR
|
$674K |
| 2 |
Ecolab
ECL
|
$632K |
| 3 |
Linde
LIN
|
$377K |
| 4 |
Honeywell
HON
|
$316K |
| 5 |
Lowe's Companies
LOW
|
$271K |
Sector Composition
| 1 | Technology | 19.76% |
| 2 | Industrials | 18.08% |
| 3 | Healthcare | 15.36% |
| 4 | Consumer Discretionary | 9.29% |
| 5 | Materials | 7.32% |
