MMM
Mendel Money Management Portfolio holdings
AUM
$226M
This Quarter Return
+6.03%
1 Year Return
+16.68%
3 Year Return
+55.14%
5 Year Return
+108.37%
10 Year Return
–
AUM
$186M
AUM Growth
+$186M
(+5.6%)
Cap. Flow
-$5.81M
Cap. Flow
% of AUM
-3.13%
Top 10 Holdings %
Top 10 Hldgs %
30.41%
Holding
125
New
6
Increased
65
Reduced
41
Closed
2
Top Buys
| 1 |
Farmers & Merchants Bancorp
FMAO
|
$1.81M |
| 2 |
GXO Logistics
GXO
|
$815K |
| 3 |
Union Pacific
UNP
|
$639K |
| 4 |
Richardson Electronics
RELL
|
$389K |
| 5 |
Marvell Technology
MRVL
|
$380K |
Top Sells
| 1 |
Cisco
CSCO
|
$7.73M |
| 2 |
AbbVie
ABBV
|
$1.14M |
| 3 |
Ecolab
ECL
|
$988K |
| 4 |
Abbott
ABT
|
$769K |
| 5 |
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% |
