MMG
Monetary Management Group Portfolio holdings
AUM
$406M
1-Year Return
20.1%
This Quarter Return
+14.04%
1 Year Return
+20.1%
3 Year Return
+100.1%
5 Year Return
+175.04%
10 Year Return
+440.21%
AUM
$406M
AUM Growth
+$36.2M
(+9.8%)
Cap. Flow
-$1.69M
Cap. Flow
% of AUM
-0.42%
Top 10 Holdings %
Top 10 Hldgs %
41.18%
Holding
334
New
11
Increased
42
Reduced
62
Closed
5
Top Buys
| 1 |
Capital One
COF
|
$1.01M |
| 2 |
Spotify
SPOT
|
$391K |
| 3 |
Palo Alto Networks
PANW
|
$370K |
| 4 |
Reaves Utility Income Fund
UTG
|
$340K |
| 5 |
Dell
DELL
|
$331K |
Top Sells
| 1 |
DFS
Discover Financial Services
DFS
|
$794K |
| 2 |
Oracle
ORCL
|
$560K |
| 3 |
CrowdStrike
CRWD
|
$499K |
| 4 |
ServiceNow
NOW
|
$452K |
| 5 |
Apple
AAPL
|
$403K |
Sector Composition
| 1 | Technology | 37.19% |
| 2 | Healthcare | 11.64% |
| 3 | Consumer Discretionary | 8.4% |
| 4 | Financials | 7.15% |
| 5 | Communication Services | 6.66% |
