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
$241M
AUM Growth
-$6.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.47M
3
+$1.36M
4
CVX icon
Chevron
CVX
+$1.3M
5
LOW icon
Lowe's Companies
LOW
+$1.3M

Top Sells

1
+$2.72M
2
+$2.29M
3
+$1.76M
4
EXPE icon
Expedia Group
EXPE
+$1.68M
5
JPM icon
JPMorgan Chase
JPM
+$1.01M

Sector Composition

1 Technology 17.58%
2 Healthcare 15.79%
3 Financials 13.22%
4 Industrials 11.03%
5 Consumer Discretionary 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$35K 0.01%
775
252
$34K 0.01%
+2,000
253
$33K 0.01%
450
-1,550
254
$32K 0.01%
400
255
$32K 0.01%
2,000
256
$30K 0.01%
320
+200
257
$28K 0.01%
500
258
$27K 0.01%
450
259
$27K 0.01%
260
260
$24K 0.01%
400
-100
261
$24K 0.01%
413
262
$24K 0.01%
400
263
$24K 0.01%
1,500
264
$23K 0.01%
400
265
$22K 0.01%
750
266
$22K 0.01%
400
267
$22K 0.01%
500
268
$22K 0.01%
1,250
269
$21K 0.01%
125
270
$21K 0.01%
703
271
$21K 0.01%
600
272
$21K 0.01%
300
273
$21K 0.01%
413
274
$21K 0.01%
250
-750
275
$21K 0.01%
1,000
9 10
11
12 13