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
251
$34K 0.02%
900
+300
252
$34K 0.02%
450
253
$33K 0.02%
3
254
$33K 0.02%
1,100
-200
255
$33K 0.02%
+200
256
$32K 0.01%
400
257
$30K 0.01%
600
258
$30K 0.01%
1,600
-300
259
$29K 0.01%
400
260
$29K 0.01%
+1,791
261
$26K 0.01%
500
262
$26K 0.01%
400
263
$26K 0.01%
866
+23
264
$23K 0.01%
125
265
$23K 0.01%
105
266
$23K 0.01%
400
267
$22K 0.01%
1,212
-3
268
$20K 0.01%
1,000
269
$20K 0.01%
175
270
$20K 0.01%
150
271
$20K 0.01%
1,250
272
$19K 0.01%
225
-60
273
$19K 0.01%
500
274
$19K 0.01%
700
275
$19K 0.01%
1,000
9 10
11
12 13