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
$364M
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.39M
3
+$1.36M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.1M
5
LRCX icon
Lam Research
LRCX
+$1.06M

Top Sells

1
+$972K
2
+$717K
3
+$543K
4
CRM icon
Salesforce
CRM
+$424K
5
DE icon
Deere & Co
DE
+$385K

Sector Composition

1 Technology 30.05%
2 Healthcare 13.94%
3 Consumer Discretionary 12.2%
4 Financials 8.54%
5 Communication Services 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$23K 0.01%
250
-150
302
$23K 0.01%
500
303
$23K 0.01%
860
304
$22K 0.01%
+2,000
305
$22K 0.01%
300
306
$20K 0.01%
+50
307
$20K 0.01%
100
308
$19K 0.01%
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309
$19K 0.01%
+300
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$18K ﹤0.01%
+50
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$17K ﹤0.01%
99
312
$16K ﹤0.01%
150
313
$16K ﹤0.01%
112
314
$16K ﹤0.01%
800
315
$15K ﹤0.01%
1,250
316
$15K ﹤0.01%
120
317
$15K ﹤0.01%
200
318
$15K ﹤0.01%
438
319
$14K ﹤0.01%
4,000
320
$13K ﹤0.01%
+750
321
$13K ﹤0.01%
+225
322
$12K ﹤0.01%
+200
323
$11K ﹤0.01%
+200
324
$10K ﹤0.01%
+100
325
$10K ﹤0.01%
202
11 12
13
14 15