MMG
Monetary Management Group Portfolio holdings
AUM
$406M
1-Year Return
20.1%
This Quarter Return
+11.38%
1 Year Return
+20.1%
3 Year Return
+100.1%
5 Year Return
+175.04%
10 Year Return
+440.21%
AUM
$303M
AUM Growth
+$22.8M
(+8.1%)
Cap. Flow
-$72.6K
Cap. Flow
% of AUM
-0.02%
Top 10 Holdings %
Top 10 Hldgs %
36.07%
Holding
324
New
29
Increased
58
Reduced
66
Closed
6
Top Buys
| 1 |
Salesforce
CRM
|
$2M |
| 2 |
JB Hunt Transport Services
JBHT
|
$1.72M |
| 3 |
ATVI
Activision Blizzard Inc.
ATVI
|
$1.62M |
| 4 |
Adobe
ADBE
|
$994K |
| 5 |
Southwest Airlines
LUV
|
$686K |
Top Sells
| 1 |
Home Depot
HD
|
$1.18M |
| 2 |
Coca-Cola
KO
|
$1.11M |
| 3 |
Accenture
ACN
|
$895K |
| 4 |
XYZ
Block, Inc.
XYZ
|
$823K |
| 5 |
Tesla
TSLA
|
$783K |
Sector Composition
| 1 | Technology | 30.62% |
| 2 | Healthcare | 16.14% |
| 3 | Consumer Discretionary | 12.38% |
| 4 | Financials | 9.34% |
| 5 | Communication Services | 7.25% |
