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
301
$20.3K 0.01%
500
302
$20.1K 0.01%
300
303
$20.1K 0.01%
1,000
304
$19.9K 0.01%
500
305
$19.4K 0.01%
500
306
$19K ﹤0.01%
+73
307
$18.7K ﹤0.01%
790
308
$17K ﹤0.01%
+50
309
$16.6K ﹤0.01%
388
310
$15.9K ﹤0.01%
425
311
$15.9K ﹤0.01%
500
312
$15.8K ﹤0.01%
445
313
$15.5K ﹤0.01%
1,725
314
$15.3K ﹤0.01%
+70
315
$14.8K ﹤0.01%
+300
316
$14.4K ﹤0.01%
125
317
$14.3K ﹤0.01%
400
318
$13.7K ﹤0.01%
140
319
$13K ﹤0.01%
400
320
$13K ﹤0.01%
200
321
$12.1K ﹤0.01%
150
322
$12K ﹤0.01%
100
323
$11.8K ﹤0.01%
+68
324
$10.9K ﹤0.01%
+75
325
$9.62K ﹤0.01%
+75
10 11 12
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