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
$237M
AUM Growth
-$7.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.29M
3
+$664K
4
AMZN icon
Amazon
AMZN
+$635K
5
AAPL icon
Apple
AAPL
+$512K

Top Sells

1
+$2.54M
2
+$2.23M
3
+$1.88M
4
AXP icon
American Express
AXP
+$1.85M
5
EFX icon
Equifax
EFX
+$1.69M

Sector Composition

1 Healthcare 19.69%
2 Technology 15.62%
3 Financials 12.33%
4 Consumer Discretionary 11.51%
5 Industrials 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$49K 0.02%
1,200
227
$47K 0.02%
799
228
$47K 0.02%
450
229
$46K 0.02%
890
230
$43K 0.02%
360
231
$42K 0.02%
717
232
$40K 0.02%
700
233
$39K 0.02%
700
234
$38K 0.02%
1,000
235
$37K 0.02%
1,125
236
$37K 0.02%
775
237
$37K 0.02%
2,750
238
$37K 0.02%
2,000
239
$35K 0.01%
800
-28,400
240
$35K 0.01%
+2,000
241
$34K 0.01%
200
242
$34K 0.01%
400
243
$32K 0.01%
500
-400
244
$32K 0.01%
3
245
$32K 0.01%
600
246
$29K 0.01%
450
247
$28K 0.01%
1,500
248
$27K 0.01%
150
249
$27K 0.01%
500
250
$26K 0.01%
400
8 9
10
11 12