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
$260M
AUM Growth
+$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.44M
3
+$1.24M
4
ORLY icon
O'Reilly Automotive
ORLY
+$1.09M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$726K

Top Sells

1
+$1.49M
2
+$1.09M
3
+$1.01M
4
ADBE icon
Adobe
ADBE
+$1M
5
ALK icon
Alaska Air
ALK
+$892K

Sector Composition

1 Technology 18.84%
2 Healthcare 14.89%
3 Financials 13.8%
4 Consumer Discretionary 10.56%
5 Industrials 10.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$28K 0.01%
1,000
252
$28K 0.01%
400
253
$27K 0.01%
200
254
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400
255
$27K 0.01%
862
+24
256
$27K 0.01%
500
257
$26K 0.01%
300
258
$26K 0.01%
1,500
259
$25K 0.01%
125
260
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300
261
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701
262
$23K 0.01%
250
263
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500
264
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703
265
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200
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1,000
268
$20K 0.01%
200
269
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150
270
$19K 0.01%
250
271
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200
272
$18K 0.01%
450
-3,000
273
$17K 0.01%
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242
275
$17K 0.01%
105
9 10
11
12 13