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
$321M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$648K
2
+$471K
3
+$383K
4
RITM icon
Rithm Capital
RITM
+$307K
5
LHX icon
L3Harris
LHX
+$286K

Top Sells

1
+$1.57M
2
+$1M
3
+$905K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$893K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$789K

Sector Composition

1 Technology 30.6%
2 Healthcare 15.79%
3 Consumer Discretionary 9.75%
4 Financials 6.54%
5 Industrials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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