MMG
Monetary Management Group Portfolio holdings
AUM
$406M
1-Year Return
20.1%
This Quarter Return
+11.87%
1 Year Return
+20.1%
3 Year Return
+100.1%
5 Year Return
+175.04%
10 Year Return
+440.21%
AUM
$281M
AUM Growth
+$16.1M
(+6.1%)
Cap. Flow
-$272M
Cap. Flow
% of AUM
-97.01%
Top 10 Holdings %
Top 10 Hldgs %
36.58%
Holding
304
New
23
Increased
47
Reduced
77
Closed
9
Top Buys
| 1 |
Roper Technologies
ROP
|
$1.3M |
| 2 |
Tesla
TSLA
|
$993K |
| 3 |
Nike
NKE
|
$861K |
| 4 |
Eli Lilly
LLY
|
$675K |
| 5 |
Zoom
ZM
|
$574K |
Top Sells
| 1 |
Fifth Third Bancorp
FITB
|
$257M |
| 2 |
Apple
AAPL
|
$4.22M |
| 3 |
Microsoft
MSFT
|
$2.2M |
| 4 |
Cisco
CSCO
|
$1.38M |
| 5 |
Centene
CNC
|
$1.26M |
Sector Composition
| 1 | Technology | 29.69% |
| 2 | Healthcare | 16.32% |
| 3 | Consumer Discretionary | 13.38% |
| 4 | Financials | 10.56% |
| 5 | Communication Services | 6.92% |
