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
$253M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.43M
3
+$1.2M
4
PGR icon
Progressive
PGR
+$1.13M
5
APH icon
Amphenol
APH
+$1.08M

Top Sells

1
+$2.76M
2
+$2.71M
3
+$1.26M
4
NVDA icon
NVIDIA
NVDA
+$1.25M
5
EA icon
Electronic Arts
EA
+$1.15M

Sector Composition

1 Technology 17.42%
2 Healthcare 15.6%
3 Financials 12.99%
4 Industrials 11.59%
5 Consumer Discretionary 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-450
302
– –
-2,900
303
– –
-202
304
– –
-13,000
9 10 11 12
13