MMM
Mendel Money Management Portfolio holdings
AUM
$226M
1-Year Est. Return
16.68%
1 Year Est. Return
+16.68%
AUM
$211M
AUM Growth
-$12.9M
(-5.8%)
Holding
143
Top Buys
| 1 | +$2.54M | |
| 2 | +$2.14M | |
| 3 | +$721K | |
| 4 |
Certara
CERT
|
+$583K |
| 5 |
Celsius Holdings
CELH
|
+$430K |
Top Sells
| 1 | +$2.11M | |
| 2 | +$1.47M | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
VF Corp
VFC
$5.58B
| $258K | 0.12% |
16,615
+850
|
|
||
127
WisdomTree Floating Rate Treasury Fund
USFR
$18.3B
| $251K | 0.12% |
4,995
+575
|
|
||
128
FedEx
FDX
$56.1B
| $250K | 0.12% |
1,025
+60
|
|
||
129
Chubb
CB
$107B
| $248K | 0.12% |
822
-65
|
|
||
130
Walmart
WMT
$859B
| $239K | 0.11% |
2,727
+330
|
|
||
|
PSTL
131
Postal Realty Trust
PSTL
$370M
| $235K | 0.11% |
+16,445
|
|
||
132
Veralto
VLTO
$25.5B
| $225K | 0.11% |
2,309
+34
|
|
||
133
Fortive
FTV
$16.5B
| $203K | 0.1% |
2,775
|
|
||
134
Nucor
NUE
$30.2B
| $201K | 0.1% |
+1,670
|
|
||
135
Shopify
SHOP
$205B
| $201K | 0.1% |
+2,100
|
|
||
136
Richardson Electronics
RELL
$159M
| $164K | 0.08% |
14,700
|
|
||
137
American Express
AXP
$239B
| – | – |
-731
|
|
||
138
Clorox
CLX
$14.6B
| – | – |
-1,346
|
|
||
139
FMC
FMC
$3.67B
| – | – |
-30,248
|
|
||
140
iShares S&P 500 Value ETF
IVE
$41.7B
| – | – |
-2,137
|
|
||
141
iShares S&P 500 Growth ETF
IVW
$65.8B
| – | – |
-5,306
|
|
||
142
Truist Financial
TFC
$54.5B
| – | – |
-5,224
|
|
||
143
Janus Henderson Short Duration Income ETF
VNLA
$2.78B
| – | – |
-4,339
|
|