MMG
Monetary Management Group Portfolio holdings
AUM
$406M
1-Year Return
20.1%
This Quarter Return
+24.62%
1 Year Return
+20.1%
3 Year Return
+100.1%
5 Year Return
+175.04%
10 Year Return
+440.21%
AUM
$265M
AUM Growth
+$38.7M
(+17%)
Cap. Flow
-$12.9M
Cap. Flow
% of AUM
-4.86%
Top 10 Holdings %
Top 10 Hldgs %
37.49%
Holding
289
New
23
Increased
58
Reduced
67
Closed
8
Top Buys
| 1 |
Southwest Airlines
LUV
|
$1.07M |
| 2 |
TJX Companies
TJX
|
$639K |
| 3 |
Costco
COST
|
$622K |
| 4 |
Ligand Pharmaceuticals
LGND
|
$541K |
| 5 |
Guardant Health
GH
|
$511K |
Top Sells
| 1 |
Amazon
AMZN
|
$1.86M |
| 2 |
Apple
AAPL
|
$1.72M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$1.64M |
| 4 |
Comcast
CMCSA
|
$1.52M |
| 5 |
PayPal
PYPL
|
$1.44M |
Sector Composition
| 1 | Technology | 30.17% |
| 2 | Healthcare | 17.6% |
| 3 | Consumer Discretionary | 12.79% |
| 4 | Financials | 9.12% |
| 5 | Industrials | 7.27% |
