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
$326M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$680K
2
+$479K
3
+$461K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$373K
5
META icon
Meta Platforms (Facebook)
META
+$231K

Top Sells

1
+$5.77M
2
+$5.75M
3
+$2.75M
4
NVDA icon
NVIDIA
NVDA
+$2.44M
5
AMZN icon
Amazon
AMZN
+$2.29M

Sector Composition

1 Technology 31.12%
2 Healthcare 15.31%
3 Consumer Discretionary 9.69%
4 Industrials 6.86%
5 Financials 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$46.4K 0.01%
750
252
$46K 0.01%
225
253
$45.9K 0.01%
250
254
$42.7K 0.01%
100
255
$42.4K 0.01%
150
256
$42.4K 0.01%
650
257
$41.8K 0.01%
2,000
258
$41.6K 0.01%
94
-6
259
$38.1K 0.01%
300
260
$37.7K 0.01%
400
261
$37.6K 0.01%
851
262
$37.5K 0.01%
500
263
$37.3K 0.01%
400
264
$36.7K 0.01%
400
265
$36.2K 0.01%
1,000
266
$35.9K 0.01%
2,500
267
$35.8K 0.01%
790
268
$35.2K 0.01%
210
269
$33K 0.01%
+1,000
270
$32.6K 0.01%
400
271
$31.5K 0.01%
250
272
$31.1K 0.01%
500
273
$30.7K 0.01%
900
274
$29.9K 0.01%
500
275
$29.1K 0.01%
400
9 10
11
12 13