MONETARY MANAGEMENT GROUP INC
RIA/Wealth
MONETARY MANAGEMENT GROUP INC is a RIA/Wealth based in St Louis, MO led by Thomas George Wright, reporting $464.8M in AUM as of Q3 2025 with 38% Technology concentration.
CEOThomas George Wright
- Portfolio Value
- $435.2M
- Positions
- 320
- Top Holding
- MSFT at 8.39%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in MONETARY MANAGEMENT GROUP INC's portfolio (42.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $36.5M | 8.39% | -$265.2K Sold | 0.00% 70.5K shares | |
Semiconductors Technology | $36.0M | 8.28% | +$379.7K Bought | 0.00% 193.1K shares | |
Consumer Electronics Technology | $32.4M | 7.43% | -$1.5M Sold | 0.00% 127.1K shares | |
Semiconductors Technology | $16.7M | 3.84% | -$362.9K Sold | 0.00% 50.6K shares | |
Drug Manufacturers - General Healthcare | $12.5M | 2.87% | +$57.2K Bought | 0.00% 16.4K shares | |
Internet Content & Information Communication Services | $11.3M | 2.59% | -$1.0M Sold | 0.00% 46.3K shares | |
Specialty Retail Consumer Cyclical | $11.1M | 2.55% | -$341.4K Sold | 0.00% 50.5K shares | |
Internet Content & Information Communication Services | $10.1M | 2.33% | -$719.7K Sold | 0.00% 13.8K shares | |
Home Improvement Consumer Cyclical | $9.7M | 2.23% | -$125.6K Sold | 0.00% 24.0K shares | |
Drug Manufacturers - General Healthcare | $8.2M | 1.88% | -$231.5K Sold | 0.00% 35.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in MONETARY MANAGEMENT GROUP INC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+5,548.78% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for MONETARY MANAGEMENT GROUP INC
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