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
$245M
AUM Growth
+$3.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.25M
3
+$1.22M
4
WELL icon
Welltower
WELL
+$956K
5
NVDA icon
NVIDIA
NVDA
+$944K

Top Sells

1
+$2.44M
2
+$1.73M
3
+$1.54M
4
CVX icon
Chevron
CVX
+$1.45M
5
MET icon
MetLife
MET
+$1.34M

Sector Composition

1 Technology 17.3%
2 Healthcare 15.22%
3 Financials 12.61%
4 Industrials 10.31%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.41M 0.98%
73,546
+100
27
$2.34M 0.96%
42,359
-100
28
$2.29M 0.94%
15,945
-415
29
$2.29M 0.93%
18,875
+125
30
$2.26M 0.92%
23,690
31
$2.19M 0.89%
16,210
-4,160
32
$2.06M 0.84%
19,655
+425
33
$2.05M 0.84%
6,945
-460
34
$2.02M 0.83%
16,677
+60
35
$1.97M 0.8%
39,570
-34,865
36
$1.87M 0.76%
36,775
+675
37
$1.84M 0.75%
106,400
+32,750
38
$1.69M 0.69%
27,460
39
$1.68M 0.69%
21,290
+100
40
$1.68M 0.68%
10,225
+245
41
$1.64M 0.67%
12,941
-11,435
42
$1.51M 0.62%
34,285
-25,450
43
$1.48M 0.6%
24,195
44
$1.45M 0.59%
13,800
+12,150
45
$1.45M 0.59%
16,950
46
$1.44M 0.59%
7,305
+4,055
47
$1.36M 0.56%
17,473
-350
48
$1.36M 0.55%
51,100
+1,400
49
$1.36M 0.55%
21,075
-350
50
$1.35M 0.55%
29,300
+1,300
1
2
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