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
$303M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.72M
3
+$1.62M
4
ADBE icon
Adobe
ADBE
+$994K
5
LUV icon
Southwest Airlines
LUV
+$686K

Top Sells

1
+$1.18M
2
+$1.11M
3
+$895K
4
XYZ
Block Inc
XYZ
+$823K
5
TSLA icon
Tesla
TSLA
+$783K

Sector Composition

1 Technology 30.62%
2 Healthcare 16.14%
3 Consumer Discretionary 12.38%
4 Financials 9.34%
5 Communication Services 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.62M 0.53%
+17,475
52
$1.59M 0.52%
48,700
+1,480
53
$1.59M 0.52%
13,576
+250
54
$1.57M 0.52%
2,850
-1,410
55
$1.56M 0.52%
6,968
+480
56
$1.48M 0.49%
31,825
+14,725
57
$1.46M 0.48%
29,270
-3,000
58
$1.44M 0.47%
21,080
-125
59
$1.3M 0.43%
4,975
-3,425
60
$1.25M 0.41%
3,037
-163
61
$1.25M 0.41%
33,852
-1,565
62
$1.21M 0.4%
3,247
-70
63
$1.15M 0.38%
5,875
64
$1.14M 0.37%
23,658
65
$1.13M 0.37%
4,883
+125
66
$1.12M 0.37%
6,850
-10
67
$1.11M 0.37%
5,184
-250
68
$1.08M 0.36%
15,810
69
$1.08M 0.36%
15,860
70
$1.06M 0.35%
5,827
+200
71
$1.03M 0.34%
4,365
-3,330
72
$996K 0.33%
33,800
+300
73
$990K 0.33%
11,300
+1,540
74
$971K 0.32%
21,693
+1,775
75
$959K 0.32%
44,159
+3,235
1 2
3
4 5