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
$248M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$1.96M
3
+$1.6M
4
AMAT icon
Applied Materials
AMAT
+$1.34M
5
LUV icon
Southwest Airlines
LUV
+$1.18M

Top Sells

1
+$2.54M
2
+$2.14M
3
+$2.1M
4
MNST icon
Monster Beverage
MNST
+$2.02M
5
ZBH icon
Zimmer Biomet
ZBH
+$2.02M

Sector Composition

1 Technology 17.16%
2 Healthcare 15.89%
3 Financials 12.76%
4 Consumer Discretionary 11.67%
5 Industrials 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$32K 0.01%
500
252
$32K 0.01%
450
253
$31K 0.01%
260
-100
254
$27K 0.01%
1,500
255
$25K 0.01%
413
256
$25K 0.01%
865
257
$24K 0.01%
500
258
$24K 0.01%
300
259
$24K 0.01%
400
260
$23K 0.01%
413
261
$23K 0.01%
1,125
262
$23K 0.01%
500
263
$23K 0.01%
1,250
264
$22K 0.01%
125
265
$22K 0.01%
1,000
266
$21K 0.01%
400
267
$21K 0.01%
250
268
$21K 0.01%
1,000
269
$21K 0.01%
400
270
$20K 0.01%
150
271
$20K 0.01%
701
272
$20K 0.01%
1,680
+1,062
273
$19K 0.01%
703
274
$19K 0.01%
750
275
$18K 0.01%
300
9 10
11
12 13