MMG
Monetary Management Group Portfolio holdings
AUM
$406M
1-Year Return
20.1%
This Quarter Return
-13.78%
1 Year Return
+20.1%
3 Year Return
+100.1%
5 Year Return
+175.04%
10 Year Return
+440.21%
AUM
$319M
AUM Growth
-$58.5M
(-16%)
Cap. Flow
+$248K
Cap. Flow
% of AUM
0.08%
Top 10 Holdings %
Top 10 Hldgs %
35.35%
Holding
358
New
11
Increased
56
Reduced
71
Closed
15
Top Buys
| 1 |
Oracle
ORCL
|
$1.32M |
| 2 |
Chevron
CVX
|
$740K |
| 3 |
JPMorgan Chase
JPM
|
$686K |
| 4 |
EOG Resources
EOG
|
$605K |
| 5 |
United Parcel Service
UPS
|
$581K |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$1.62M |
| 2 |
VMW
VMware, Inc
VMW
|
$1.06M |
| 3 |
S&P Global
SPGI
|
$802K |
| 4 |
CrowdStrike
CRWD
|
$662K |
| 5 |
Thermo Fisher Scientific
TMO
|
$641K |
Sector Composition
| 1 | Technology | 28.44% |
| 2 | Healthcare | 17.59% |
| 3 | Consumer Discretionary | 10.41% |
| 4 | Industrials | 8.5% |
| 5 | Financials | 6.86% |
