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
$359M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$832K
3
+$639K
4
AVGO icon
Broadcom
AVGO
+$610K
5
MSFT icon
Microsoft
MSFT
+$608K

Top Sells

1
+$824K
2
+$811K
3
+$477K
4
AMT icon
American Tower
AMT
+$435K
5
NKE icon
Nike
NKE
+$364K

Sector Composition

1 Technology 31.43%
2 Healthcare 15.96%
3 Consumer Discretionary 9.41%
4 Industrials 6.62%
5 Financials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$53.7K 0.02%
100
252
$51.6K 0.01%
150
253
$49K 0.01%
849
254
$48.6K 0.01%
1,000
255
$47.6K 0.01%
650
256
$46.4K 0.01%
+100
257
$45.5K 0.01%
2,000
258
$44.1K 0.01%
350
259
$43.1K 0.01%
851
260
$43K 0.01%
750
261
$42K 0.01%
500
262
$41.3K 0.01%
750
+250
263
$41.2K 0.01%
300
264
$41K 0.01%
400
265
$41K 0.01%
210
266
$40K 0.01%
250
267
$39.8K 0.01%
3,000
268
$35.4K 0.01%
500
269
$34.1K 0.01%
65
270
$33.7K 0.01%
300
271
$31.9K 0.01%
200
272
$31.1K 0.01%
115
273
$30.7K 0.01%
242
274
$30.7K 0.01%
790
275
$30K 0.01%
100
9 10
11
12 13