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
$389M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$737K
3
+$599K
4
MRK icon
Merck
MRK
+$463K
5
QCOM icon
Qualcomm
QCOM
+$446K

Top Sells

1
+$1.37M
2
+$1.32M
3
+$1.15M
4
ACN icon
Accenture
ACN
+$963K
5
LOW icon
Lowe's Companies
LOW
+$829K

Sector Composition

1 Technology 34.03%
2 Healthcare 14.46%
3 Consumer Discretionary 8.79%
4 Industrials 6.13%
5 Financials 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$51.8K 0.01%
800
-300
252
$51.3K 0.01%
872
+23
253
$50.2K 0.01%
650
254
$49.4K 0.01%
+100
255
$48.1K 0.01%
851
256
$48K 0.01%
125
-5
257
$47K 0.01%
175
258
$44.9K 0.01%
250
259
$44.3K 0.01%
1,055
+55
260
$43.7K 0.01%
300
261
$42.4K 0.01%
350
262
$40.4K 0.01%
+200
263
$39K 0.01%
500
-750
264
$38.7K 0.01%
400
265
$38.1K 0.01%
+65
266
$37.5K 0.01%
300
267
$36.1K 0.01%
675
268
$36.1K 0.01%
500
269
$35.4K 0.01%
400
270
$33.5K 0.01%
400
271
$33.4K 0.01%
210
272
$33K 0.01%
500
-7,615
273
$32.7K 0.01%
100
274
$32.7K 0.01%
1,000
275
$32.6K 0.01%
500
9 10
11
12 13