MMG

Monetary Management Group Portfolio holdings

AUM $419M
1-Year Est. Return 29.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.73%
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
+$1.52M
2
+$1.22M
3
+$648K
4
JPM icon
JPMorgan Chase
JPM
+$641K
5
AGN
Allergan plc
AGN
+$563K

Top Sells

1
+$2.55M
2
+$2.55M
3
+$1.84M
4
AXP icon
American Express
AXP
+$1.76M
5
EFX icon
Equifax
EFX
+$1.69M

Sector Composition

1 Healthcare 19.69%
2 Technology 15.62%
3 Financials 12.34%
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%
891
252
$26K 0.01%
1,125
253
$25K 0.01%
413
254
$24K 0.01%
1,250
255
$23K 0.01%
500
-550
256
$23K 0.01%
400
257
$23K 0.01%
413
258
$23K 0.01%
300
259
$23K 0.01%
500
260
$22K 0.01%
125
261
$21K 0.01%
1,000
262
$20K 0.01%
400
-1,100
263
$20K 0.01%
1,000
264
$20K 0.01%
250
265
$20K 0.01%
200
266
$19K 0.01%
701
267
$18K 0.01%
250
268
$18K 0.01%
150
269
$18K 0.01%
150
270
$17K 0.01%
1,000
271
$17K 0.01%
105
272
$17K 0.01%
200
273
$17K 0.01%
300
274
$17K 0.01%
703
275
$16K 0.01%
+750
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