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
$215M
AUM Growth
+$9.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$1.48M
3
+$1.33M
4
JPM icon
JPMorgan Chase
JPM
+$909K
5
LUV icon
Southwest Airlines
LUV
+$868K

Top Sells

1
+$3.62M
2
+$1.65M
3
+$1.41M
4
AET
Aetna Inc
AET
+$960K
5
AMZN icon
Amazon
AMZN
+$687K

Sector Composition

1 Healthcare 24.49%
2 Technology 10.71%
3 Communication Services 10.29%
4 Industrials 9.97%
5 Financials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$46K 0.02%
+700
227
$45K 0.02%
1,750
-750
228
$45K 0.02%
1,250
229
$44K 0.02%
526
230
$44K 0.02%
300
231
$43K 0.02%
800
+240
232
$43K 0.02%
850
-200
233
$43K 0.02%
750
234
$42K 0.02%
743
235
$42K 0.02%
500
236
$42K 0.02%
2,500
237
$41K 0.02%
1,000
238
$41K 0.02%
850
239
$40K 0.02%
3,050
240
$40K 0.02%
415
241
$40K 0.02%
1,375
-201
242
$40K 0.02%
400
+50
243
$40K 0.02%
550
244
$40K 0.02%
1,125
245
$39K 0.02%
875
246
$38K 0.02%
1,000
247
$38K 0.02%
1,000
248
$36K 0.02%
1,000
+500
249
$35K 0.02%
+700
250
$35K 0.02%
1,400
8 9
10
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