MMG

Monetary Management Group Portfolio holdings

AUM $432M
1-Year Est. Return 28.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.14M
3
+$717K
4
PM icon
Philip Morris
PM
+$595K
5
UPS icon
United Parcel Service
UPS
+$593K

Top Sells

1
+$2.05M
2
+$1.74M
3
+$985K
4
CRM icon
Salesforce
CRM
+$813K
5
JPM icon
JPMorgan Chase
JPM
+$654K

Sector Composition

1 Technology 26.37%
2 Healthcare 17.58%
3 Consumer Discretionary 10.08%
4 Industrials 7.93%
5 Financials 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$53.5K 0.02%
1,000
-200
252
$53.4K 0.02%
799
253
$53.3K 0.02%
250
-100
254
$52.5K 0.02%
894
-1
255
$52.3K 0.02%
3,000
256
$51.2K 0.02%
500
257
$51.2K 0.02%
1,000
258
$50.2K 0.02%
195
259
$48.4K 0.02%
1,000
260
$46.1K 0.01%
790
261
$44K 0.01%
2,000
262
$43.8K 0.01%
450
263
$42.7K 0.01%
325
264
$42K 0.01%
225
265
$39.5K 0.01%
750
-750
266
$38.4K 0.01%
155
-150
267
$37.5K 0.01%
100
268
$37.2K 0.01%
250
269
$37.2K 0.01%
650
270
$33.7K 0.01%
1,000
-56,735
271
$33.5K 0.01%
664
272
$33.3K 0.01%
900
-750
273
$33.2K 0.01%
400
274
$32.4K 0.01%
400
275
$31.9K 0.01%
675
9 10
11
12 13