MMG

Monetary Management Group Portfolio holdings

AUM $406M
1-Year Est. Return 20.1%
This Quarter Est. Return
1 Year Est. Return
+20.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.43M
3
+$1.2M
4
PGR icon
Progressive
PGR
+$1.13M
5
APH icon
Amphenol
APH
+$1.08M

Top Sells

1
+$2.76M
2
+$2.71M
3
+$1.26M
4
NVDA icon
NVIDIA
NVDA
+$1.25M
5
EA icon
Electronic Arts
EA
+$1.15M

Sector Composition

1 Technology 17.42%
2 Healthcare 15.6%
3 Financials 12.99%
4 Industrials 11.59%
5 Consumer Discretionary 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$48K 0.02%
1,000
227
$48K 0.02%
700
228
$47K 0.02%
550
229
$46K 0.02%
657
230
$46K 0.02%
385
231
$45K 0.02%
900
232
$45K 0.02%
150
233
$45K 0.02%
+200
234
$44K 0.02%
3,034
-2,000
235
$43K 0.02%
799
236
$42K 0.02%
375
237
$42K 0.02%
700
238
$41K 0.02%
350
239
$40K 0.02%
600
240
$38K 0.02%
400
241
$37K 0.01%
9,800
242
$35K 0.01%
1,875
243
$34K 0.01%
500
244
$34K 0.01%
2,000
245
$29K 0.01%
413
246
$28K 0.01%
500
247
$28K 0.01%
500
248
$27K 0.01%
1,000
249
$26K 0.01%
400
250
$26K 0.01%
838
-25
8 9
10
11 12