MM

Monolith Management Portfolio holdings

AUM $283M
1-Year Est. Return 122.65%
This Quarter Est. Return
1 Year Est. Return
+122.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$53.5M
2
+$44.6M
3
+$17.3M
4
COIN icon
Coinbase
COIN
+$13.9M
5
U icon
Unity
U
+$13.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 38.94%
2 Consumer Discretionary 29.65%
3 Communication Services 19.11%
4 Financials 7.29%
5 Consumer Staples 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.5M 28.04%
+366,000
2
$44.6M 23.34%
+118,500
3
$17.3M 9.07%
+186,000
4
$13.9M 7.29%
+80,000
5
$13.3M 6.99%
+326,250
6
$10.5M 5.49%
+631,194
7
$9.6M 5.03%
+759,967
8
$9.48M 4.97%
+191,500
9
$8.67M 4.54%
+24,500
10
$6.96M 3.65%
+35,000
11
$3.06M 1.6%
+150,000