MMM
Mendel Money Management Portfolio holdings
AUM
$239M
1-Year Est. Return
21.36%
This Fund
S&P 500
1 Year Est. Return
+21.36%
AUM
$239M
AUM Growth
+$1.09M
(+0.46%)
Holding
154
Top Buys
| 1 | +$1.15M | |
| 2 | +$931K | |
| 3 | +$773K | |
| 4 |
ServiceNow
NOW
|
+$771K |
| 5 |
CRA International
CRAI
|
+$739K |
Top Sells
| 1 | +$1.53M | |
| 2 | +$800K | |
| 3 | +$775K | |
| 4 |
Digital Realty Trust
DLR
|
+$722K |
| 5 |
Certara
CERT
|
+$580K |
Sector Composition
| 1 | Technology | 26.76% |
| 2 | Industrials | 17.46% |
| 3 | Healthcare | 12.08% |
| 4 | Consumer Discretionary | 8.07% |
| 5 | Financials | 7.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Yelp
YELP
$1.26B
| – | – |
-7,653
|
|
||
152
VeriSign
VRSN
$26.9B
| – | – |
-800
|
|
||
153
Ulta Beauty
ULTA
$21.4B
| – | – |
-636
|
|
||
154
Palantir
PLTR
$312B
| – | – |
-1,105
|
|