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
$340M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$582K
3
+$452K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$449K
5
TSLA icon
Tesla
TSLA
+$300K

Top Sells

1
+$968K
2
+$534K
3
+$514K
4
NFLX icon
Netflix
NFLX
+$510K
5
PANW icon
Palo Alto Networks
PANW
+$481K

Sector Composition

1 Technology 30.15%
2 Healthcare 15.86%
3 Consumer Discretionary 10.09%
4 Industrials 7.04%
5 Financials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$19.3K 0.01%
125
302
$18.9K 0.01%
300
303
$18.8K 0.01%
662
304
$18.5K 0.01%
250
305
$17.9K 0.01%
693
306
$17.7K 0.01%
400
307
$17.1K 0.01%
90
-40
308
$16.9K 0.01%
1,121
309
$16.4K ﹤0.01%
300
310
$16.2K ﹤0.01%
500
-10,000
311
$15.8K ﹤0.01%
750
312
$15K ﹤0.01%
400
313
$15K ﹤0.01%
+425
314
$14.4K ﹤0.01%
445
315
$13.5K ﹤0.01%
70
-4
316
$13.2K ﹤0.01%
+200
317
$12.7K ﹤0.01%
100
-1,250
318
$12.6K ﹤0.01%
50
-65
319
$11.5K ﹤0.01%
78
320
$11.1K ﹤0.01%
4,000
321
$11K ﹤0.01%
88
322
$10.8K ﹤0.01%
+400
323
$10.6K ﹤0.01%
+500
324
$10.6K ﹤0.01%
100
325
$10.4K ﹤0.01%
200
10 11 12
13
14