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
251
$26K 0.01%
865
252
$26K 0.01%
1,125
253
$25K 0.01%
413
254
$24K 0.01%
1,250
255
$23K 0.01%
500
256
$23K 0.01%
300
257
$23K 0.01%
413
258
$23K 0.01%
400
259
$23K 0.01%
500
-550
260
$22K 0.01%
125
261
$21K 0.01%
1,000
262
$20K 0.01%
200
263
$20K 0.01%
250
264
$20K 0.01%
1,000
265
$20K 0.01%
400
-1,100
266
$19K 0.01%
701
267
$18K 0.01%
150
268
$18K 0.01%
150
269
$18K 0.01%
250
270
$17K 0.01%
703
271
$17K 0.01%
300
272
$17K 0.01%
200
273
$17K 0.01%
105
274
$17K 0.01%
1,000
275
$16K 0.01%
400
9 10
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