MMG

Monetary Management Group Portfolio holdings

AUM $432M
1-Year Est. Return 28.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.1%
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
+$1.38M
2
+$776K
3
+$615K
4
MSFT icon
Microsoft
MSFT
+$585K
5
AVGO icon
Broadcom
AVGO
+$570K

Top Sells

1
+$798K
2
+$771K
3
+$460K
4
AMT icon
American Tower
AMT
+$438K
5
NKE icon
Nike
NKE
+$394K

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
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