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
$378M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$728K
2
+$708K
3
+$656K
4
UBER icon
Uber
UBER
+$578K
5
KLAC icon
KLA
KLAC
+$515K

Top Sells

1
+$957K
2
+$697K
3
+$431K
4
LLY icon
Eli Lilly
LLY
+$426K
5
TMO icon
Thermo Fisher Scientific
TMO
+$343K

Sector Composition

1 Technology 34.82%
2 Healthcare 14.92%
3 Consumer Discretionary 8.43%
4 Communication Services 6.55%
5 Industrials 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$55.7K 0.01%
225
252
$53.1K 0.01%
2,000
253
$51.7K 0.01%
400
254
$50.8K 0.01%
250
-400
255
$48.6K 0.01%
130
-20
256
$48.5K 0.01%
1,000
257
$48.2K 0.01%
175
-20
258
$47.2K 0.01%
1,000
259
$46.3K 0.01%
1,500
260
$45.8K 0.01%
849
261
$45.2K 0.01%
851
262
$44.2K 0.01%
650
263
$43.3K 0.01%
750
264
$42.7K 0.01%
400
265
$41.2K 0.01%
300
266
$41.2K 0.01%
500
267
$38.2K 0.01%
350
268
$37.6K 0.01%
3,000
269
$37.3K 0.01%
250
270
$37.1K 0.01%
210
271
$35.4K 0.01%
300
272
$35K 0.01%
500
273
$30.9K 0.01%
100
274
$30.6K 0.01%
115
275
$30.6K 0.01%
400
9 10
11
12 13