MMG
Monetary Management Group Portfolio holdings
AUM
$406M
1-Year Return
20.1%
This Quarter Return
+2.72%
1 Year Return
+20.1%
3 Year Return
+100.1%
5 Year Return
+175.04%
10 Year Return
+440.21%
AUM
$215M
AUM Growth
+$9.27M
(+4.5%)
Cap. Flow
+$6.26M
Cap. Flow
% of AUM
2.91%
Top 10 Holdings %
Top 10 Hldgs %
23.01%
Holding
348
New
36
Increased
61
Reduced
74
Closed
20
Top Buys
| 1 |
Newell Brands
NWL
|
$3.32M |
| 2 |
Zimmer Biomet
ZBH
|
$1.48M |
| 3 |
Broadcom
AVGO
|
$1.33M |
| 4 |
JPMorgan Chase
JPM
|
$909K |
| 5 |
Southwest Airlines
LUV
|
$868K |
Top Sells
| 1 |
JAH
JARDEN CORPORATION
JAH
|
$3.62M |
| 2 |
Skyworks Solutions
SWKS
|
$1.65M |
| 3 |
ESRX
Express Scripts Holding Company
ESRX
|
$1.41M |
| 4 |
AET
Aetna Inc
AET
|
$960K |
| 5 |
Amazon
AMZN
|
$687K |
Sector Composition
| 1 | Healthcare | 24.49% |
| 2 | Technology | 10.71% |
| 3 | Communication Services | 10.29% |
| 4 | Industrials | 9.97% |
| 5 | Financials | 9.6% |
