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
$264M
AUM Growth
+$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$2.26M
3
+$2.07M
4
SYK icon
Stryker
SYK
+$1.3M
5
TJX icon
TJX Companies
TJX
+$1.3M

Top Sells

1
+$5.48M
2
+$1.89M
3
+$1.42M
4
AMTD
TD Ameritrade Holding Corp
AMTD
+$1.28M
5
DIS icon
Walt Disney
DIS
+$1.15M

Sector Composition

1 Technology 23.64%
2 Healthcare 16.21%
3 Financials 11.4%
4 Consumer Discretionary 10.53%
5 Industrials 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$27K 0.01%
1,000
252
$25K 0.01%
500
253
$25K 0.01%
500
254
$25K 0.01%
675
-2,000
255
$25K 0.01%
1,000
256
$24K 0.01%
701
257
$23K 0.01%
200
258
$23K 0.01%
250
259
$22K 0.01%
200
260
$22K 0.01%
703
261
$22K 0.01%
781
-233
262
$22K 0.01%
200
263
$20K 0.01%
250
264
$19K 0.01%
150
265
$19K 0.01%
600
-3,600
266
$18K 0.01%
242
267
$18K 0.01%
400
+200
268
$18K 0.01%
450
269
$17K 0.01%
200
270
$17K 0.01%
1,000
-500
271
$16K 0.01%
200
272
$16K 0.01%
200
273
$16K 0.01%
105
274
$16K 0.01%
333
275
$15K 0.01%
200
9 10
11
12 13