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
$216M
AUM Growth
+$291K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$980K
3
+$972K
4
MSFT icon
Microsoft
MSFT
+$927K
5
AMGN icon
Amgen
AMGN
+$759K

Top Sells

1
+$2.52M
2
+$1.46M
3
+$1.07M
4
TMO icon
Thermo Fisher Scientific
TMO
+$776K
5
LMT icon
Lockheed Martin
LMT
+$745K

Sector Composition

1 Healthcare 21.41%
2 Technology 12.85%
3 Industrials 10.8%
4 Communication Services 9.9%
5 Consumer Discretionary 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$16K 0.01%
200
277
$16K 0.01%
1,125
278
$16K 0.01%
400
279
$15K 0.01%
200
280
$15K 0.01%
+150
281
$14K 0.01%
300
282
$14K 0.01%
100
283
$14K 0.01%
200
284
$13K 0.01%
367
285
$13K 0.01%
200
286
$13K 0.01%
200
-78
287
$13K 0.01%
500
-200
288
$12K 0.01%
300
-700
289
$12K 0.01%
250
290
$12K 0.01%
+200
291
$12K 0.01%
333
292
$11K 0.01%
200
293
$11K 0.01%
242
294
$11K 0.01%
+286
295
$11K 0.01%
100
296
$11K 0.01%
129
297
$11K 0.01%
500
298
$11K 0.01%
1,600
299
$11K 0.01%
+500
300
$10K ﹤0.01%
+100
10 11
12
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