IE
Insider Edges

MONETARY MANAGEMENT GROUP INC 13F portfolio summary

MONETARY MANAGEMENT GROUP INC of MONETARY MANAGEMENT GROUP INC has 328 current stock holdings with a reported portfolio value of $418.7M. The portfolio 1 year return is +16.06%. Top holdings include MUB (0.00%), CHI (0.00%), NVDA (7.56%), AAPL (7.35%), MSFT (6.19%).

Back to investors

MONETARY MANAGEMENT GROUP INC

MONETARY MANAGEMENT GROUP INC
Latest filing: 2026-03-31

MONETARY MANAGEMENT GROUP INC runs MONETARY MANAGEMENT GROUP INC and currently holds 328 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $418.72M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. MONETARY MANAGEMENT GROUP INC ranks #704 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, MONETARY MANAGEMENT GROUP INC's portfolio at MONETARY MANAGEMENT GROUP INC has delivered returns of +16.06%. Their 3-year annualized return is +59.27%. Looking at the 5-year horizon, MONETARY MANAGEMENT GROUP INC has achieved +66.21% annualized returns at MONETARY MANAGEMENT GROUP INC.

Sign in to enable email alerts for this investor.
Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+16.06%
#829/1000
3 Year
+59.27%
#681/1000
5 Year
+66.21%
#581/1000

Portfolio Value

$418.72M

Alpha Score

47.1

#704 of 1000

Holdings

328

Showper page

0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change