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
$385M
AUM Growth
-$4.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$396K
2
+$363K
3
+$362K
4
NOW icon
ServiceNow
NOW
+$323K
5
LLY icon
Eli Lilly
LLY
+$262K

Top Sells

1
+$1.22M
2
+$1.08M
3
+$891K
4
NVDA icon
NVIDIA
NVDA
+$767K
5
AAPL icon
Apple
AAPL
+$669K

Sector Composition

1 Technology 35.7%
2 Healthcare 12.5%
3 Consumer Discretionary 9.35%
4 Financials 6.77%
5 Communication Services 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.62M 0.42%
8,910
-810
52
$1.6M 0.42%
3,770
-55
53
$1.59M 0.41%
5,425
54
$1.58M 0.41%
1,773
+5
55
$1.55M 0.4%
6,905
+305
56
$1.55M 0.4%
12,790
-250
57
$1.5M 0.39%
3,077
-60
58
$1.49M 0.39%
4,965
+200
59
$1.49M 0.39%
3,065
+745
60
$1.48M 0.38%
6,712
61
$1.45M 0.38%
2,795
62
$1.43M 0.37%
2,440
63
$1.4M 0.36%
6,200
64
$1.4M 0.36%
2,375
-250
65
$1.37M 0.36%
13,810
+775
66
$1.34M 0.35%
6,052
+55
67
$1.28M 0.33%
14,050
68
$1.27M 0.33%
1,787
+210
69
$1.27M 0.33%
21,485
70
$1.26M 0.33%
253
71
$1.25M 0.33%
64,000
72
$1.24M 0.32%
14,005
+50
73
$1.21M 0.31%
11,236
-225
74
$1.2M 0.31%
10,376
-200
75
$1.2M 0.31%
29,900
-91
1 2
3
4 5