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
$237M
AUM Growth
-$7.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.29M
3
+$664K
4
AMZN icon
Amazon
AMZN
+$635K
5
AAPL icon
Apple
AAPL
+$512K

Top Sells

1
+$2.54M
2
+$2.23M
3
+$1.88M
4
AXP icon
American Express
AXP
+$1.85M
5
EFX icon
Equifax
EFX
+$1.69M

Sector Composition

1 Healthcare 19.69%
2 Technology 15.62%
3 Financials 12.33%
4 Consumer Discretionary 11.51%
5 Industrials 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.11M 1.31%
90,745
+3,595
27
$2.92M 1.23%
18,390
-3,300
28
$2.87M 1.21%
74,446
-22,000
29
$2.81M 1.18%
58,580
+960
30
$2.78M 1.17%
53,600
-10,250
31
$2.67M 1.12%
41,859
-75
32
$2.54M 1.07%
19,550
+475
33
$2.39M 1.01%
12,650
+500
34
$2.19M 0.92%
26,995
-150
35
$2.17M 0.91%
19,055
+463
36
$2.17M 0.91%
17,310
+80
37
$2.13M 0.9%
29,375
+150
38
$2.13M 0.9%
71,884
+10,393
39
$2.1M 0.89%
6,785
+645
40
$1.99M 0.84%
72,070
+17,840
41
$1.9M 0.8%
19,255
-6,325
42
$1.85M 0.78%
15,642
+165
43
$1.77M 0.75%
21,750
+575
44
$1.67M 0.71%
18,373
-195
45
$1.64M 0.69%
14,745
-125
46
$1.62M 0.68%
17,930
+300
47
$1.5M 0.63%
17,500
-35
48
$1.47M 0.62%
12,541
-350
49
$1.47M 0.62%
9,930
-2,600
50
$1.42M 0.6%
37,217
+50
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2
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