MMG

Monetary Management Group Portfolio holdings

AUM $406M
1-Year Est. Return 20.1%
This Quarter Est. Return
1 Year Est. Return
+20.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$216M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.98M
3
+$1.79M
4
AMZN icon
Amazon
AMZN
+$1.57M
5
KO icon
Coca-Cola
KO
+$1.41M

Top Sells

1
+$1.71M
2
+$1.71M
3
+$1.68M
4
KBR icon
KBR
KBR
+$1.56M
5
NSR
Neustar Inc
NSR
+$1.54M

Sector Composition

1 Healthcare 18.87%
2 Technology 16.76%
3 Financials 11.01%
4 Energy 10.67%
5 Industrials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$60K 0.03%
+1,500
227
$60K 0.03%
+1,440
228
$58K 0.03%
+4,700
229
$54K 0.03%
+2,500
230
$53K 0.02%
+1,000
231
$51K 0.02%
+3,250
232
$50K 0.02%
+1,000
233
$46K 0.02%
+1,067
234
$45K 0.02%
+3,425
235
$45K 0.02%
+1,250
236
$44K 0.02%
+800
237
$44K 0.02%
+900
238
$44K 0.02%
+500
239
$44K 0.02%
+1,900
240
$43K 0.02%
+1,637
241
$43K 0.02%
+1,000
242
$43K 0.02%
+650
243
$42K 0.02%
+750
244
$41K 0.02%
+4,340
245
$41K 0.02%
+1,000
246
$41K 0.02%
+1,005
247
$39K 0.02%
+600
248
$39K 0.02%
+750
249
$38K 0.02%
+472
250
$37K 0.02%
2,250
-22,250
7 8 9
10
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