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
$200M
AUM Growth
-$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1 +$2.51M
2 +$2.21M
3 +$2.1M
4
FDX icon
FedEx
FDX
+$1.77M
5
COR icon
Cencora
COR
+$1.45M

Top Sells

1 +$2.82M
2 +$2.39M
3 +$1.46M
4
EOG icon
EOG Resources
EOG
+$1.34M
5
NI icon
NiSource
NI
+$859K

Sector Composition

1 Healthcare 26.44%
2 Technology 12.08%
3 Industrials 11.62%
4 Financials 11.37%
5 Communication Services 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
-300
352
-4,531