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
$265M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$639K
3
+$622K
4
LGND icon
Ligand Pharmaceuticals
LGND
+$541K
5
GH icon
Guardant Health
GH
+$511K

Top Sells

1
+$1.86M
2
+$1.72M
3
+$1.64M
4
CMCSA icon
Comcast
CMCSA
+$1.52M
5
PYPL icon
PayPal
PYPL
+$1.44M

Sector Composition

1 Technology 30.17%
2 Healthcare 17.6%
3 Consumer Discretionary 12.79%
4 Financials 9.12%
5 Industrials 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.64M 1%
18,235
-1,615
27
$2.63M 0.99%
35,600
+78
28
$2.56M 0.97%
54,828
-9,925
29
$2.48M 0.94%
33,680
+600
30
$2.44M 0.92%
13,040
+1,100
31
$2.44M 0.92%
256,600
+10,000
32
$2.4M 0.91%
14,625
-650
33
$2.38M 0.9%
73,700
+2,000
34
$2.38M 0.9%
13,200
+310
35
$2.31M 0.87%
36,289
-100
36
$2.02M 0.76%
25,235
37
$1.99M 0.75%
33,320
-500
38
$1.93M 0.73%
4,770
39
$1.92M 0.72%
4,213
40
$1.88M 0.71%
16,669
-5,562
41
$1.87M 0.71%
36,920
+12,640
42
$1.86M 0.7%
6,125
+2,050
43
$1.78M 0.67%
8,300
-375
44
$1.7M 0.64%
54,000
45
$1.65M 0.62%
15,710
+400
46
$1.65M 0.62%
58,575
47
$1.6M 0.6%
13,375
+600
48
$1.53M 0.58%
29,750
+4,700
49
$1.52M 0.57%
22,010
+800
50
$1.45M 0.55%
15,875
1
2
3 4 5