MMG
Monetary Management Group Portfolio holdings
AUM
$406M
1-Year Return
20.1%
This Quarter Return
+13.33%
1 Year Return
+20.1%
3 Year Return
+100.1%
5 Year Return
+175.04%
10 Year Return
+440.21%
AUM
$359M
AUM Growth
+$38.3M
(+12%)
Cap. Flow
+$5.36M
Cap. Flow
% of AUM
1.49%
Top 10 Holdings %
Top 10 Hldgs %
37.69%
Holding
343
New
16
Increased
77
Reduced
68
Closed
20
Top Buys
| 1 |
Cadence Design Systems
CDNS
|
$1.45M |
| 2 |
Deere & Co
DE
|
$832K |
| 3 |
GSK
GSK
|
$639K |
| 4 |
Broadcom
AVGO
|
$610K |
| 5 |
Microsoft
MSFT
|
$608K |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
$824K |
| 2 |
Blackstone
BX
|
$811K |
| 3 |
Synopsys
SNPS
|
$477K |
| 4 |
American Tower
AMT
|
$435K |
| 5 |
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% |
