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
$389M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$737K
3
+$599K
4
MRK icon
Merck
MRK
+$463K
5
QCOM icon
Qualcomm
QCOM
+$446K

Top Sells

1
+$1.37M
2
+$1.32M
3
+$1.15M
4
ACN icon
Accenture
ACN
+$963K
5
LOW icon
Lowe's Companies
LOW
+$829K

Sector Composition

1 Technology 34.03%
2 Healthcare 14.46%
3 Consumer Discretionary 8.79%
4 Industrials 6.13%
5 Financials 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$32.5K 0.01%
115
277
$32.1K 0.01%
200
278
$31.7K 0.01%
3,000
279
$31.6K 0.01%
2,000
280
$31.4K 0.01%
1,000
-750
281
$28.8K 0.01%
150
-300
282
$28.7K 0.01%
150
283
$28.2K 0.01%
125
284
$27.8K 0.01%
249
285
$27.7K 0.01%
479
+79
286
$27.6K 0.01%
800
-1,000
287
$27.4K 0.01%
1,200
288
$27.4K 0.01%
300
289
$26.2K 0.01%
202
-40
290
$25.8K 0.01%
+61
291
$25.8K 0.01%
857
292
$25K 0.01%
150
293
$24K 0.01%
250
294
$23K 0.01%
194
295
$22.8K 0.01%
360
296
$22.8K 0.01%
150
-175
297
$21.9K 0.01%
600
-6,750
298
$21.8K 0.01%
200
299
$21K 0.01%
250
300
$20.4K 0.01%
500
10 11
12
13 14