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
$359M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$832K
3
+$639K
4
AVGO icon
Broadcom
AVGO
+$610K
5
MSFT icon
Microsoft
MSFT
+$608K

Top Sells

1
+$824K
2
+$811K
3
+$477K
4
AMT icon
American Tower
AMT
+$435K
5
NKE icon
Nike
NKE
+$364K

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
51
$1.52M 0.42%
4,375
+50
52
$1.49M 0.41%
16,282
-418
53
$1.45M 0.4%
+4,655
54
$1.45M 0.4%
5,885
+50
55
$1.43M 0.4%
34,050
-400
56
$1.42M 0.4%
29,625
+700
57
$1.39M 0.39%
3,062
+70
58
$1.39M 0.39%
6,685
-175
59
$1.38M 0.38%
2,625
60
$1.36M 0.38%
8,935
+300
61
$1.35M 0.38%
5,425
62
$1.34M 0.37%
1,397
+210
63
$1.34M 0.37%
30,400
-750
64
$1.34M 0.37%
16,768
-1,083
65
$1.33M 0.37%
6,500
-250
66
$1.32M 0.37%
13,000
+300
67
$1.27M 0.35%
6,657
-175
68
$1.27M 0.35%
45,750
+6,599
69
$1.23M 0.34%
3,537
70
$1.22M 0.34%
1,880
+80
71
$1.22M 0.34%
5,797
+400
72
$1.22M 0.34%
4,040
+1,765
73
$1.21M 0.34%
9,155
-250
74
$1.19M 0.33%
2,075
-835
75
$1.18M 0.33%
2,263
+206
1 2
3
4 5