MMG
Monetary Management Group Portfolio holdings
AUM
$406M
1-Year Return
20.1%
This Quarter Return
+5.04%
1 Year Return
+20.1%
3 Year Return
+100.1%
5 Year Return
+175.04%
10 Year Return
+440.21%
AUM
$237M
AUM Growth
-$7.52M
(-3.1%)
Cap. Flow
-$16.9M
Cap. Flow
% of AUM
-7.13%
Top 10 Holdings %
Top 10 Hldgs %
26.48%
Holding
323
New
9
Increased
54
Reduced
70
Closed
17
Top Buys
| 1 |
Microsoft
MSFT
|
$1.55M |
| 2 |
PNC Financial Services
PNC
|
$1.29M |
| 3 |
JPMorgan Chase
JPM
|
$664K |
| 4 |
Amazon
AMZN
|
$635K |
| 5 |
Apple
AAPL
|
$512K |
Top Sells
| 1 |
Southwest Airlines
LUV
|
$2.54M |
| 2 |
Newell Brands
NWL
|
$2.23M |
| 3 |
General Dynamics
GD
|
$1.88M |
| 4 |
American Express
AXP
|
$1.85M |
| 5 |
Equifax
EFX
|
$1.69M |
Sector Composition
| 1 | Healthcare | 19.69% |
| 2 | Technology | 15.62% |
| 3 | Financials | 12.33% |
| 4 | Consumer Discretionary | 11.51% |
| 5 | Industrials | 8.9% |
