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
$385M
AUM Growth
-$4.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$396K
2
+$363K
3
+$362K
4
NOW icon
ServiceNow
NOW
+$323K
5
LLY icon
Eli Lilly
LLY
+$262K

Top Sells

1
+$1.22M
2
+$1.08M
3
+$891K
4
NVDA icon
NVIDIA
NVDA
+$767K
5
AAPL icon
Apple
AAPL
+$669K

Sector Composition

1 Technology 35.7%
2 Healthcare 12.5%
3 Consumer Discretionary 9.35%
4 Financials 6.77%
5 Communication Services 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$55.2K 0.01%
500
252
$55.2K 0.01%
596
253
$52.9K 0.01%
849
-2
254
$52.7K 0.01%
2,000
255
$52.3K 0.01%
1,236
256
$51.8K 0.01%
500
257
$51.4K 0.01%
250
258
$51.3K 0.01%
125
259
$51.1K 0.01%
210
260
$50K 0.01%
175
261
$49.7K 0.01%
872
262
$48.2K 0.01%
1,000
263
$42.7K 0.01%
500
264
$42.3K 0.01%
550
-100
265
$40.4K 0.01%
1,055
266
$39.7K 0.01%
300
267
$39.4K 0.01%
200
268
$38.5K 0.01%
350
269
$37.3K 0.01%
60
-5
270
$37K 0.01%
500
271
$35.1K 0.01%
400
272
$33.9K 0.01%
400
273
$33.8K 0.01%
500
274
$33.4K 0.01%
100
275
$31.1K 0.01%
400
9 10
11
12 13