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
51
$1.41M 0.56%
8,825
+3,950
52
$1.36M 0.54%
14,257
-725
53
$1.33M 0.53%
17,550
-50
54
$1.32M 0.52%
30,771
+3,624
55
$1.31M 0.52%
5,366
56
$1.27M 0.5%
25,380
57
$1.26M 0.5%
27,000
+13,950
58
$1.22M 0.48%
15,056
59
$1.2M 0.47%
50,720
+45,920
60
$1.18M 0.47%
4,770
-2,910
61
$1.15M 0.46%
15,525
+250
62
$1.14M 0.45%
4,300
-150
63
$1.14M 0.45%
13,550
+50
64
$1.12M 0.44%
5,900
-25
65
$1.08M 0.43%
13,800
66
$1.06M 0.42%
26,239
67
$1.06M 0.42%
16,695
-100
68
$1.05M 0.42%
19,479
-17,042
69
$1.05M 0.41%
37,900
-250
70
$1.04M 0.41%
+13,650
71
$1.03M 0.41%
5,200
72
$1.03M 0.41%
19,010
+90
73
$1.01M 0.4%
17,143
+425
74
$999K 0.4%
4,973
+2,771
75
$999K 0.4%
6,310
1 2
3
4 5