MMG
Monetary Management Group Portfolio holdings
AUM
$406M
1-Year Return
20.1%
This Quarter Return
+0.58%
1 Year Return
+20.1%
3 Year Return
+100.1%
5 Year Return
+175.04%
10 Year Return
+440.21%
AUM
$364M
AUM Growth
+$31.8M
(+9.6%)
Cap. Flow
+$31.5M
Cap. Flow
% of AUM
8.65%
Top 10 Holdings %
Top 10 Hldgs %
34.66%
Holding
356
New
45
Increased
162
Reduced
36
Closed
7
Top Buys
| 1 |
Apple
AAPL
|
$1.62M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$1.39M |
| 3 |
JPMorgan Chase
JPM
|
$1.36M |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
$1.1M |
| 5 |
Lam Research
LRCX
|
$1.06M |
Top Sells
| 1 |
JB Hunt Transport Services
JBHT
|
$972K |
| 2 |
Progressive
PGR
|
$717K |
| 3 |
Home Depot
HD
|
$543K |
| 4 |
Salesforce
CRM
|
$424K |
| 5 |
Deere & Co
DE
|
$385K |
Sector Composition
| 1 | Technology | 30.05% |
| 2 | Healthcare | 13.94% |
| 3 | Consumer Discretionary | 12.2% |
| 4 | Financials | 8.54% |
| 5 | Communication Services | 8.36% |
