MMM
Mendel Money Management Portfolio holdings
AUM
$226M
This Quarter Return
-2.78%
1 Year Return
+16.68%
3 Year Return
+55.14%
5 Year Return
+108.37%
10 Year Return
–
AUM
$211M
AUM Growth
+$211M
(-5.8%)
Cap. Flow
-$2.73M
Cap. Flow
% of AUM
-1.3%
Top 10 Holdings %
Top 10 Hldgs %
27.72%
Holding
143
New
6
Increased
61
Reduced
55
Closed
7
Top Buys
| 1 |
GE Vernova
GEV
|
$2.54M |
| 2 |
Uber
UBER
|
$2.14M |
| 3 |
Linde
LIN
|
$721K |
| 4 |
Certara
CERT
|
$583K |
| 5 |
Celsius Holdings
CELH
|
$430K |
Top Sells
| 1 |
Air Products & Chemicals
APD
|
$2.11M |
| 2 |
FMC
FMC
|
$1.47M |
| 3 |
Walt Disney
DIS
|
$1.44M |
| 4 |
Crown Castle
CCI
|
$1.08M |
| 5 |
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% |
