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
$264M
AUM Growth
+$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$2.26M
3
+$2.07M
4
SYK icon
Stryker
SYK
+$1.3M
5
TJX icon
TJX Companies
TJX
+$1.3M

Top Sells

1
+$5.48M
2
+$1.89M
3
+$1.42M
4
AMTD
TD Ameritrade Holding Corp
AMTD
+$1.28M
5
DIS icon
Walt Disney
DIS
+$1.15M

Sector Composition

1 Technology 23.64%
2 Healthcare 16.21%
3 Financials 11.4%
4 Consumer Discretionary 10.53%
5 Industrials 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$48K 0.02%
350
227
$48K 0.02%
600
228
$47K 0.02%
550
229
$46K 0.02%
385
230
$45K 0.02%
150
231
$45K 0.02%
3,000
232
$41K 0.02%
900
233
$40K 0.02%
500
234
$40K 0.02%
2,000
235
$39K 0.01%
400
236
$37K 0.01%
375
237
$37K 0.01%
9,800
238
$32K 0.01%
500
239
$31K 0.01%
413
240
$30K 0.01%
500
-200
241
$30K 0.01%
400
242
$30K 0.01%
1,875
243
$29K 0.01%
400
244
$29K 0.01%
2,000
245
$28K 0.01%
575
+375
246
$27K 0.01%
125
247
$27K 0.01%
200
248
$27K 0.01%
300
249
$27K 0.01%
862
250
$27K 0.01%
300
8 9
10
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