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
$237M
AUM Growth
-$7.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.29M
3
+$664K
4
AMZN icon
Amazon
AMZN
+$635K
5
AAPL icon
Apple
AAPL
+$512K

Top Sells

1
+$2.54M
2
+$2.23M
3
+$1.88M
4
AXP icon
American Express
AXP
+$1.85M
5
EFX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$16K 0.01%
+750
277
$15K 0.01%
150
278
$14K 0.01%
500
279
$13K 0.01%
367
280
$13K 0.01%
250
281
$13K 0.01%
333
282
$12K 0.01%
200
283
$12K 0.01%
240
284
$12K 0.01%
242
285
$12K 0.01%
200
286
$12K 0.01%
100
-100
287
$11K ﹤0.01%
286
288
$11K ﹤0.01%
300
289
$11K ﹤0.01%
125
290
$11K ﹤0.01%
100
291
$10K ﹤0.01%
400
292
$10K ﹤0.01%
500
293
$9K ﹤0.01%
600
-6,375
294
$8K ﹤0.01%
618
-7
295
$7K ﹤0.01%
486
296
$6K ﹤0.01%
200
297
$6K ﹤0.01%
100
298
$5K ﹤0.01%
30
299
$5K ﹤0.01%
250
300
$5K ﹤0.01%
+212
9 10 11
12
13