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
$215M
AUM Growth
+$9.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$1.48M
3
+$1.33M
4
JPM icon
JPMorgan Chase
JPM
+$909K
5
LUV icon
Southwest Airlines
LUV
+$868K

Top Sells

1
+$3.62M
2
+$1.65M
3
+$1.41M
4
AET
Aetna Inc
AET
+$960K
5
AMZN icon
Amazon
AMZN
+$687K

Sector Composition

1 Healthcare 24.49%
2 Technology 10.71%
3 Communication Services 10.29%
4 Industrials 9.97%
5 Financials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$12K 0.01%
200
302
$12K 0.01%
333
303
$12K 0.01%
150
304
$11K 0.01%
400
-2,900
305
$11K 0.01%
+100
306
$11K 0.01%
+200
307
$11K 0.01%
39
308
$11K 0.01%
200
309
$11K 0.01%
100
-2,225
310
$10K ﹤0.01%
+242
311
$10K ﹤0.01%
+300
312
$10K ﹤0.01%
100
313
$10K ﹤0.01%
286
314
$10K ﹤0.01%
+129
315
$10K ﹤0.01%
500
316
$10K ﹤0.01%
175
-1,000
317
$10K ﹤0.01%
200
318
$9K ﹤0.01%
+200
319
$8K ﹤0.01%
+50
320
$8K ﹤0.01%
+126
321
$7K ﹤0.01%
+286
322
$7K ﹤0.01%
+100
323
$4K ﹤0.01%
+30
324
$4K ﹤0.01%
+486
325
$4K ﹤0.01%
75
10 11 12
13
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