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Monetary Management Group Inc.
Monetary Management Group, Inc. is an independent Registered Investment Adviser founded in 1980 and based in St. Louis, Missouri. The firm provides individual and institutional portfolio management, specializing in creating and maintaining customized investment portfolios for individuals, corporations, endowments, pension, and profit-sharing plans. With a boutique approach and more than 200 years of combined team experience, MMG serves clients seeking personalized asset management, emphasizing accessibility, responsiveness, and coordination with clients' other advisers. The firm reportedly manages approximately $500 million in assets and operates with a staff of experienced investment professionals.
Investment Strategy
Monetary Management Group, Inc. employs a 'bottom-up' portfolio management style, focusing on Core/Growth equity strategies and fixed income securities. They screen a broad universe of securities for earnings and sales/revenue growth, quality, marketability, industry concentration, and technical strength. The firm emphasizes investing in large- and mid-cap equities, especially companies with above-average earnings growth, strong management, and proven cash flows. Portfolios are individually managed with a preference for stocks that pay dividends but are primarily selected for growth potential, with risk/reward profiles tailored to each client. MMG maintains strict portfolio limits for securities, regularly reviewing and rebalancing portfolios as market conditions and client needs change.
Latest 13F Filing Activity
Monetary Management Group Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 325 equity positions with a total 13F market value of $406M. The fund increased holdings in Nvidia Corp., Microsoft Corp., Broadcom Inc. among other positions. Monetary Management Group Inc. reduced exposure to Apple Inc., Unitedhealth Group Inc., Abbvie LNC. among others.
Top Holdings
Equity Positions (325)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | Microsoft Corp | 8.69% | $35.3M | 71,003 | $72.22 | $497.41 | +$8.5M |
N NVDA | Nvidia Corp. | 7.43% | $30.2M | 191,095 | $14.19 | $157.99 | +$9.6M |
A AAPL | Apple Inc. | 6.72% | $27.3M | 133,037 | $39.21 | $205.17 | -$2.7M |
A AVGO | Broadcom Inc. | 3.51% | $14.3M | 51,725 | $42.90 | $275.65 | +$5.7M |
L LLY | Eli Lilly And Co. | 3.12% | $12.7M | 16,280 | $113.47 | $779.53 | -$841.8K |
Industry Allocation
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