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
$245M
AUM Growth
+$3.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.25M
3
+$1.22M
4
WELL icon
Welltower
WELL
+$956K
5
NVDA icon
NVIDIA
NVDA
+$944K

Top Sells

1
+$2.44M
2
+$1.73M
3
+$1.54M
4
CVX icon
Chevron
CVX
+$1.45M
5
MET icon
MetLife
MET
+$1.34M

Sector Composition

1 Technology 17.3%
2 Healthcare 15.22%
3 Financials 12.61%
4 Industrials 10.31%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$21K 0.01%
250
277
$20K 0.01%
600
278
$19K 0.01%
300
279
$19K 0.01%
150
280
$18K 0.01%
105
281
$18K 0.01%
+350
282
$17K 0.01%
150
283
$17K 0.01%
200
284
$17K 0.01%
1,000
285
$16K 0.01%
200
286
$15K 0.01%
125
287
$15K 0.01%
250
288
$14K 0.01%
150
289
$14K 0.01%
200
290
$13K 0.01%
242
291
$13K 0.01%
333
292
$12K ﹤0.01%
240
293
$12K ﹤0.01%
1,213
-466
294
$11K ﹤0.01%
150
-600
295
$11K ﹤0.01%
367
296
$11K ﹤0.01%
600
297
$11K ﹤0.01%
202
298
$10K ﹤0.01%
200
299
$10K ﹤0.01%
400
-100
300
$10K ﹤0.01%
286
9 10 11
12
13