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
$320M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.07M
3
+$731K
4
PM icon
Philip Morris
PM
+$638K
5
UPS icon
United Parcel Service
UPS
+$595K

Top Sells

1
+$1.91M
2
+$1.61M
3
+$1.08M
4
CRM icon
Salesforce
CRM
+$739K
5
JPM icon
JPMorgan Chase
JPM
+$692K

Sector Composition

1 Technology 26.37%
2 Healthcare 17.58%
3 Consumer Discretionary 10.08%
4 Industrials 7.93%
5 Financials 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.23M 1.01%
15,585
27
$3.18M 0.99%
13,292
-4,525
28
$3.14M 0.98%
17,775
-250
29
$3.04M 0.95%
25,955
-150
30
$2.91M 0.91%
35,585
-200
31
$2.76M 0.86%
11,280
-35
32
$2.7M 0.84%
12,615
-25
33
$2.65M 0.83%
17,475
-225
34
$2.56M 0.8%
60,810
-250
35
$2.46M 0.77%
10,373
36
$2.36M 0.74%
5,175
+25
37
$2.34M 0.73%
11,235
-200
38
$2.3M 0.72%
16,302
+3,185
39
$2.06M 0.64%
40,176
-1,700
40
$2.02M 0.63%
6,005
+325
41
$1.91M 0.6%
3,737
42
$1.88M 0.59%
18,575
+6,300
43
$1.86M 0.58%
25,892
-750
44
$1.85M 0.58%
19,851
-100
45
$1.83M 0.57%
55,650
-1,000
46
$1.81M 0.56%
15,000
+1,000
47
$1.75M 0.55%
6,659
-100
48
$1.71M 0.54%
36,258
-1,650
49
$1.71M 0.53%
13,878
+165
50
$1.69M 0.53%
13,020
+100
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2
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