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
$241M
AUM Growth
-$6.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.47M
3
+$1.36M
4
CVX icon
Chevron
CVX
+$1.3M
5
LOW icon
Lowe's Companies
LOW
+$1.3M

Top Sells

1
+$2.72M
2
+$2.29M
3
+$1.76M
4
EXPE icon
Expedia Group
EXPE
+$1.68M
5
JPM icon
JPMorgan Chase
JPM
+$1.01M

Sector Composition

1 Technology 17.58%
2 Healthcare 15.79%
3 Financials 13.22%
4 Industrials 11.03%
5 Consumer Discretionary 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$20K 0.01%
701
277
$20K 0.01%
840
-25
278
$20K 0.01%
1,125
279
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250
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1,000
281
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300
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283
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150
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285
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286
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1,000
287
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400
288
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125
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$15K 0.01%
200
290
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1,679
-1
291
$13K 0.01%
150
-50
292
$13K 0.01%
250
293
$12K 0.01%
200
294
$12K 0.01%
500
295
$12K 0.01%
286
296
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250
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242
299
$12K 0.01%
200
300
$12K 0.01%
333
9 10 11
12
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