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
276
$28.8K 0.01%
675
277
$28.6K 0.01%
858
+24
278
$28.5K 0.01%
700
+200
279
$28.2K 0.01%
500
280
$28.2K 0.01%
115
281
$26.1K 0.01%
3,000
282
$25.4K 0.01%
100
283
$24.2K 0.01%
138
284
$24.1K 0.01%
1,200
285
$23.8K 0.01%
242
286
$23.7K 0.01%
300
287
$23.7K 0.01%
125
288
$23.5K 0.01%
700
289
$23K 0.01%
300
290
$22.6K 0.01%
200
291
$22.6K 0.01%
316
-50
292
$22.5K 0.01%
1,250
293
$22.4K 0.01%
200
294
$22.1K 0.01%
150
295
$22K 0.01%
125
296
$21.7K 0.01%
200
297
$21.5K 0.01%
693
298
$21.5K 0.01%
500
299
$21.5K 0.01%
360
300
$21.1K 0.01%
150
10 11
12
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