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
$186M
AUM Growth
-$8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$953K
2 +$843K
3 +$377K
4
CB icon
Chubb
CB
+$216K
5
VLTO icon
Veralto
VLTO
+$206K

Top Sells

1 +$2.44M
2 +$364K
3 +$250K
4
AAPL icon
Apple
AAPL
+$234K
5
AON icon
Aon
AON
+$205K

Sector Composition

1 Technology 24.07%
2 Industrials 17.66%
3 Healthcare 13%
4 Consumer Discretionary 10.01%
5 Financials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-8,500
127
-6,729