MMG
Monetary Management Group Portfolio holdings
AUM
$406M
1-Year Return
20.1%
This Quarter Return
+13.81%
1 Year Return
+20.1%
3 Year Return
+100.1%
5 Year Return
+175.04%
10 Year Return
+440.21%
AUM
$404M
AUM Growth
+$40.6M
(+11%)
Cap. Flow
-$3.24M
Cap. Flow
% of AUM
-0.8%
Top 10 Holdings %
Top 10 Hldgs %
35.97%
Holding
377
New
28
Increased
108
Reduced
74
Closed
32
Top Buys
| 1 |
FedEx
FDX
|
$1.21M |
| 2 |
Parker-Hannifin
PH
|
$781K |
| 3 |
Roku
ROKU
|
$740K |
| 4 |
O'Reilly Automotive
ORLY
|
$674K |
| 5 |
Booking.com
BKNG
|
$648K |
Top Sells
| 1 |
Lowe's Companies
LOW
|
$1.79M |
| 2 |
CrowdStrike
CRWD
|
$1.13M |
| 3 |
JB Hunt Transport Services
JBHT
|
$1.07M |
| 4 |
Apple
AAPL
|
$1.02M |
| 5 |
Regeneron Pharmaceuticals
REGN
|
$976K |
Sector Composition
| 1 | Technology | 31.04% |
| 2 | Healthcare | 14.42% |
| 3 | Consumer Discretionary | 12.13% |
| 4 | Communication Services | 7.62% |
| 5 | Financials | 7.52% |
