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
101
$325K 0.16%
+5,713
102
$325K 0.16%
+2,051
103
$322K 0.16%
+4,594
104
$313K 0.15%
3,075
+391
105
$313K 0.15%
+1,465
106
$312K 0.15%
+1,203
107
$312K 0.15%
636
+19
108
$304K 0.15%
+680
109
$299K 0.15%
+3,000
110
$295K 0.14%
+15,584
111
$289K 0.14%
612
-325
112
$275K 0.13%
+2,758
113
$269K 0.13%
+1,664
114
$261K 0.13%
+977
115
$259K 0.13%
+2,972
116
$258K 0.13%
+2,075
117
$248K 0.12%
+2,288
118
$229K 0.11%
+4,611
119
$223K 0.11%
10,580
120
$214K 0.1%
+307
121
$211K 0.1%
+410
122
$209K 0.1%
10,005
-2,875
123
$206K 0.1%
+456
124
$202K 0.1%
+2,980
125
$202K 0.1%
+1,322
1 2 3 4
5