MMG

Monetary Management Group Portfolio holdings

AUM $436M
1-Year Est. Return 25.53%
This Quarter Est. Return
1 Year Est. Return
+25.53%
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
326
$3K ﹤0.01%
+150
327
$3K ﹤0.01%
+175
328
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-2,000
329
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-200
330
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-1,950
331
– –
-1,800
332
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-1,400
333
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-1,900
334
– –
-3,250
335
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-3,280
336
– –
-1,584
337
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-5,750
338
– –
-1,000
339
– –
-2,250
340
– –
-9,000
341
– –
-61,475
342
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-4,000
343
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-2,665
344
– –
-1,000
345
– –
-700
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