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
$359M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$832K
3
+$639K
4
AVGO icon
Broadcom
AVGO
+$610K
5
MSFT icon
Microsoft
MSFT
+$608K

Top Sells

1
+$824K
2
+$811K
3
+$477K
4
AMT icon
American Tower
AMT
+$435K
5
NKE icon
Nike
NKE
+$364K

Sector Composition

1 Technology 31.43%
2 Healthcare 15.96%
3 Consumer Discretionary 9.41%
4 Industrials 6.62%
5 Financials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$99.6K 0.03%
1,700
227
$96.8K 0.03%
4,200
228
$96K 0.03%
646
-35
229
$94.6K 0.03%
375
230
$94.2K 0.03%
1,000
-500
231
$88.4K 0.02%
12,000
+5,000
232
$84.1K 0.02%
900
233
$83.7K 0.02%
1,250
-4,245
234
$79.6K 0.02%
1,100
235
$73.1K 0.02%
900
236
$72.7K 0.02%
500
237
$69.8K 0.02%
750
238
$67.5K 0.02%
550
239
$65.9K 0.02%
1,750
240
$62.7K 0.02%
325
-500
241
$61.9K 0.02%
250
-125
242
$61.1K 0.02%
500
243
$60.2K 0.02%
1,500
244
$59.7K 0.02%
1,500
245
$59.2K 0.02%
596
246
$58.6K 0.02%
225
247
$56.8K 0.02%
195
248
$54.8K 0.02%
1,000
249
$54.4K 0.02%
400
250
$54.1K 0.02%
1,955
8 9
10
11 12