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
$248M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$1.96M
3
+$1.6M
4
AMAT icon
Applied Materials
AMAT
+$1.34M
5
LUV icon
Southwest Airlines
LUV
+$1.18M

Top Sells

1
+$2.54M
2
+$2.14M
3
+$2.1M
4
MNST icon
Monster Beverage
MNST
+$2.02M
5
ZBH icon
Zimmer Biomet
ZBH
+$2.02M

Sector Composition

1 Technology 17.16%
2 Healthcare 15.89%
3 Financials 12.76%
4 Consumer Discretionary 11.67%
5 Industrials 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$18K 0.01%
+600
277
$18K 0.01%
200
278
$18K 0.01%
105
279
$17K 0.01%
150
280
$17K 0.01%
200
281
$17K 0.01%
150
282
$17K 0.01%
1,000
283
$16K 0.01%
400
284
$15K 0.01%
+120
285
$15K 0.01%
250
286
$14K 0.01%
200
287
$13K 0.01%
200
288
$13K 0.01%
500
289
$13K 0.01%
242
290
$13K 0.01%
250
291
$13K 0.01%
333
292
$13K 0.01%
+200
293
$12K ﹤0.01%
125
294
$12K ﹤0.01%
100
295
$11K ﹤0.01%
286
296
$11K ﹤0.01%
367
297
$11K ﹤0.01%
240
298
$10K ﹤0.01%
600
299
$10K ﹤0.01%
500
300
$8K ﹤0.01%
486
9 10 11
12
13