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
76
$1.17M 0.33%
6,380
+75
77
$1.16M 0.32%
27,650
-800
78
$1.15M 0.32%
30,000
79
$1.14M 0.32%
22,935
-2,375
80
$1.12M 0.31%
13,355
+975
81
$1.1M 0.31%
4,890
+300
82
$1.1M 0.31%
12,582
-218
83
$1.09M 0.3%
8,525
-700
84
$1.07M 0.3%
1,768
-20
85
$1.05M 0.29%
19,400
-725
86
$1.04M 0.29%
4,030
-325
87
$1.01M 0.28%
33,665
-500
88
$1.01M 0.28%
64,000
-2,000
89
$971K 0.27%
2,673
90
$957K 0.27%
1,830
+20
91
$945K 0.26%
1,975
+100
92
$934K 0.26%
9,576
+500
93
$918K 0.26%
253
+5
94
$909K 0.25%
31,160
+3,500
95
$903K 0.25%
4,568
-2,200
96
$876K 0.24%
9,650
97
$866K 0.24%
1,950
98
$841K 0.23%
8,950
-3,875
99
$814K 0.23%
13,307
-418
100
$797K 0.22%
8,850
2 3
4
5 6