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
276
$29.8K 0.01%
200
277
$29.7K 0.01%
3,000
278
$29.6K 0.01%
1,000
279
$29.2K 0.01%
115
280
$28.2K 0.01%
150
281
$28.2K 0.01%
300
282
$27.5K 0.01%
125
283
$26.9K 0.01%
857
284
$26.7K 0.01%
202
285
$26.6K 0.01%
150
286
$26.5K 0.01%
3,000
-10,000
287
$26K 0.01%
61
288
$25.8K 0.01%
800
289
$25.8K 0.01%
479
290
$25.4K 0.01%
150
291
$25.3K 0.01%
249
292
$25.1K 0.01%
675
293
$24.6K 0.01%
150
294
$24.3K 0.01%
1,200
295
$23.1K 0.01%
250
296
$22.6K 0.01%
200
297
$21.8K 0.01%
600
298
$19.8K 0.01%
500
299
$19.2K 0.01%
360
300
$18.8K ﹤0.01%
50