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
251
$26K 0.01%
300
+50
252
$25K 0.01%
125
253
$25K 0.01%
701
254
$25K 0.01%
400
255
$25K 0.01%
1,000
256
$25K 0.01%
1,500
257
$24K 0.01%
200
-1,000
258
$24K 0.01%
200
259
$23K 0.01%
703
260
$23K 0.01%
+200
261
$23K 0.01%
300
262
$23K 0.01%
250
263
$20K 0.01%
500
264
$20K 0.01%
150
265
$20K 0.01%
200
-150
266
$19K 0.01%
200
-500
267
$19K 0.01%
1,000
-3,000
268
$19K 0.01%
250
269
$19K 0.01%
105
270
$18K 0.01%
750
271
$18K 0.01%
400
272
$17K 0.01%
200
273
$17K 0.01%
438
274
$16K 0.01%
350
275
$16K 0.01%
200
9 10
11
12 13