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
$245M
AUM Growth
+$3.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.25M
3
+$1.22M
4
WELL icon
Welltower
WELL
+$956K
5
NVDA icon
NVIDIA
NVDA
+$944K

Top Sells

1
+$2.44M
2
+$1.73M
3
+$1.54M
4
CVX icon
Chevron
CVX
+$1.45M
5
MET icon
MetLife
MET
+$1.34M

Sector Composition

1 Technology 17.3%
2 Healthcare 15.22%
3 Financials 12.61%
4 Industrials 10.31%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$37K 0.02%
2,000
252
$35K 0.01%
370
+50
253
$32K 0.01%
500
254
$32K 0.01%
400
255
$31K 0.01%
450
256
$29K 0.01%
400
257
$28K 0.01%
750
258
$27K 0.01%
1,000
259
$26K 0.01%
400
260
$26K 0.01%
1,125
261
$26K 0.01%
500
262
$25K 0.01%
400
263
$25K 0.01%
1,000
264
$24K 0.01%
413
265
$24K 0.01%
450
266
$23K 0.01%
703
267
$23K 0.01%
400
268
$23K 0.01%
500
-275
269
$23K 0.01%
1,500
270
$22K 0.01%
300
271
$22K 0.01%
413
272
$22K 0.01%
863
+23
273
$21K 0.01%
125
274
$21K 0.01%
701
275
$21K 0.01%
250
9 10
11
12 13