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
301
$20.2K 0.01%
125
302
$19.1K 0.01%
300
303
$19.1K 0.01%
100
-149
304
$18.4K 0.01%
300
305
$18.3K 0.01%
250
306
$17.9K 0.01%
125
307
$17.6K 0.01%
200
308
$17.2K 0.01%
100
-200
309
$17.1K 0.01%
180
310
$17K 0.01%
200
311
$16.6K 0.01%
400
312
$16K 0.01%
250
313
$15.8K ﹤0.01%
150
314
$15.8K ﹤0.01%
662
315
$15.5K ﹤0.01%
+500
316
$15.5K ﹤0.01%
400
317
$15.4K ﹤0.01%
1,250
318
$14.4K ﹤0.01%
175
-300
319
$14.2K ﹤0.01%
74
320
$13.7K ﹤0.01%
750
321
$13.4K ﹤0.01%
99
322
$12.6K ﹤0.01%
445
-250
323
$12K ﹤0.01%
78
-50
324
$11.9K ﹤0.01%
70
-75
325
$11.2K ﹤0.01%
112
10 11 12
13
14