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
276
$29.9K 0.01%
400
277
$29.9K 0.01%
+2,000
278
$28.7K 0.01%
400
279
$28.6K 0.01%
+150
280
$27.5K 0.01%
200
281
$26.9K 0.01%
500
282
$25.9K 0.01%
833
-25
283
$25.6K 0.01%
250
-150
284
$24.6K 0.01%
1,000
285
$24.4K 0.01%
200
286
$24.2K 0.01%
675
287
$23.8K 0.01%
150
288
$23.6K 0.01%
300
289
$23.2K 0.01%
125
290
$22.5K 0.01%
1,200
291
$22.1K 0.01%
+194
292
$22K 0.01%
249
-66
293
$20.8K 0.01%
85
294
$20.6K 0.01%
700
295
$20.3K 0.01%
3,000
296
$20.2K 0.01%
125
297
$19.7K 0.01%
400
298
$19.5K 0.01%
360
299
$18.8K 0.01%
500
300
$18.6K 0.01%
500
10 11
12
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