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
$320M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.07M
3
+$731K
4
PM icon
Philip Morris
PM
+$638K
5
UPS icon
United Parcel Service
UPS
+$595K

Top Sells

1
+$1.91M
2
+$1.61M
3
+$1.08M
4
CRM icon
Salesforce
CRM
+$739K
5
JPM icon
JPMorgan Chase
JPM
+$692K

Sector Composition

1 Technology 26.37%
2 Healthcare 17.58%
3 Consumer Discretionary 10.08%
4 Industrials 7.93%
5 Financials 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$31.5K 0.01%
600
277
$30.9K 0.01%
400
278
$30.4K 0.01%
400
279
$30.1K 0.01%
1,200
280
$29.6K 0.01%
500
-2,500
281
$28.8K 0.01%
1,000
282
$28.1K 0.01%
600
283
$27K 0.01%
210
284
$26.2K 0.01%
138
-75
285
$25.2K 0.01%
115
-100
286
$25.1K 0.01%
366
287
$24.8K 0.01%
900
288
$24K 0.01%
242
289
$23.8K 0.01%
500
290
$23.7K 0.01%
130
-100
291
$23.5K 0.01%
700
292
$22.1K 0.01%
100
-25
293
$21.9K 0.01%
3,000
+1,000
294
$21.8K 0.01%
180
-125
295
$21.8K 0.01%
200
296
$21.6K 0.01%
500
297
$21.1K 0.01%
300
298
$20.8K 0.01%
150
299
$20.7K 0.01%
693
300
$20.5K 0.01%
200
10 11
12
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