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
$320M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.07M
3
+$731K
4
PM icon
Philip Morris
PM
+$638K
5
UPS icon
United Parcel Service
UPS
+$595K

Top Sells

1
+$1.91M
2
+$1.61M
3
+$1.08M
4
CRM icon
Salesforce
CRM
+$739K
5
JPM icon
JPMorgan Chase
JPM
+$692K

Sector Composition

1 Technology 26.37%
2 Healthcare 17.58%
3 Consumer Discretionary 10.08%
4 Industrials 7.93%
5 Financials 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$84.5K 0.03%
2,505
227
$83.9K 0.03%
1,071
228
$83.4K 0.03%
150
229
$82K 0.03%
1,500
230
$81.5K 0.03%
700
-300
231
$81.4K 0.03%
2,000
232
$81.2K 0.03%
600
233
$81K 0.03%
2,955
234
$78.8K 0.02%
1,500
235
$78.7K 0.02%
1,830
236
$76.2K 0.02%
500
237
$74.5K 0.02%
1,000
238
$72.5K 0.02%
500
239
$70.1K 0.02%
1,000
240
$69.7K 0.02%
750
241
$66.6K 0.02%
+10,000
242
$64.4K 0.02%
750
243
$63.9K 0.02%
200
-275
244
$61.1K 0.02%
1,750
245
$60.5K 0.02%
900
246
$57.7K 0.02%
982
247
$57K 0.02%
2,250
-1,000
248
$56K 0.02%
825
249
$55.5K 0.02%
350
250
$54.5K 0.02%
860
8 9
10
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