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
$378M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1 +$728K
2 +$708K
3 +$656K
4
UBER icon
Uber
UBER
+$578K
5
KLAC icon
KLA
KLAC
+$515K

Top Sells

1 +$957K
2 +$697K
3 +$431K
4
LLY icon
Eli Lilly
LLY
+$426K
5
TMO icon
Thermo Fisher Scientific
TMO
+$343K

Sector Composition

1 Technology 34.82%
2 Healthcare 14.92%
3 Consumer Discretionary 8.43%
4 Communication Services 6.55%
5 Industrials 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$30.4K 0.01%
400
277
$29.6K 0.01%
150
278
$28.4K 0.01%
1,000
279
$28.3K 0.01%
675
280
$27.9K 0.01%
242
281
$27.9K 0.01%
2,000
282
$27.4K 0.01%
200
283
$26.8K 0.01%
194
284
$26.7K 0.01%
500
285
$25.9K 0.01%
125
286
$25.4K 0.01%
857
+24
287
$23.9K 0.01%
250
288
$23.7K 0.01%
249
289
$23.5K 0.01%
1,200
290
$23.1K 0.01%
200
291
$22.8K 0.01%
150
292
$22.4K 0.01%
300
293
$22.4K 0.01%
790
294
$20.9K 0.01%
1,725
-5,750
295
$20.7K 0.01%
300
296
$19.6K 0.01%
400
297
$19K 0.01%
360
298
$18.1K ﹤0.01%
500
299
$17.6K ﹤0.01%
1,000
300
$17.3K ﹤0.01%
500