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
$406M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1 +$1.01M
2 +$391K
3 +$370K
4
UTG icon
Reaves Utility Income Fund
UTG
+$340K
5
DELL icon
Dell
DELL
+$331K

Top Sells

1 +$794K
2 +$560K
3 +$499K
4
NOW icon
ServiceNow
NOW
+$452K
5
AAPL icon
Apple
AAPL
+$403K

Sector Composition

1 Technology 37.19%
2 Healthcare 11.64%
3 Consumer Discretionary 8.4%
4 Financials 7.15%
5 Communication Services 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BXP icon
326
Boston Properties
BXP
$11.2B
$10.1K ﹤0.01%
+150
ENR icon
327
Energizer
ENR
$1.63B
$10.1K ﹤0.01%
500
SRE icon
328
Sempra
SRE
$60B
-400
SNY icon
329
Sanofi
SNY
$127B
-1,000
NVO icon
330
Novo Nordisk
NVO
$214B
-5,570
DFS
331
DELISTED
Discover Financial Services
DFS
-4,650
CAG icon
332
Conagra Brands
CAG
$8.35B
-400