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
$114M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$7.34M
2 +$6.63M
3 +$6.3M
4
DHR icon
Danaher
DHR
+$6.15M
5
LOW icon
Lowe's Companies
LOW
+$5.11M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.98%
2 Healthcare 13.41%
3 Industrials 12.76%
4 Consumer Discretionary 10.77%
5 Materials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$7.34M 6.46%
+36,079
2
$6.63M 5.84%
+18,299
3
$6.3M 5.55%
+21,597
4
$6.15M 5.41%
+39,222
5
$5.11M 4.5%
+37,796
6
$4.83M 4.26%
+22,792
7
$4.82M 4.24%
+12,408
8
$4.36M 3.84%
+31,600
9
$4.08M 3.6%
+20,526
10
$3.91M 3.44%
+29,567
11
$3.86M 3.4%
+54,660
12
$3.82M 3.36%
+19,755
13
$3.75M 3.3%
+25,928
14
$3.73M 3.28%
+26,251
15
$3.47M 3.06%
+16,168
16
$3.27M 2.88%
+28,663
17
$3.16M 2.78%
+18,901
18
$2.9M 2.55%
+32,403
19
$2.69M 2.36%
+109,102
20
$2.61M 2.3%
+15,389
21
$2.31M 2.03%
+20,728
22
$2.17M 1.91%
+15,452
23
$2.12M 1.86%
+39,428
24
$1.68M 1.48%
+7,404
25
$1.5M 1.32%
+57,066