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
$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
51
$1.57M 0.73%
19,840
-750
52
$1.55M 0.72%
27,025
53
$1.49M 0.69%
14,241
+100
54
$1.48M 0.69%
+12,684
55
$1.46M 0.68%
44,517
+300
56
$1.45M 0.67%
14,420
+1,890
57
$1.39M 0.65%
17,520
-5,875
58
$1.35M 0.63%
17,210
+250
59
$1.25M 0.58%
523
60
$1.23M 0.57%
18,050
+100
61
$1.19M 0.55%
13,712
-369
62
$1.17M 0.54%
24,623
+1,700
63
$1.15M 0.53%
34,302
+2,951
64
$1.14M 0.53%
15,474
-25
65
$1M 0.47%
10,012
+7,236
66
$986K 0.46%
12,950
-1,150
67
$947K 0.44%
8,240
+205
68
$888K 0.41%
22,600
+927
69
$872K 0.41%
13,507
70
$850K 0.4%
5,634
+63
71
$839K 0.39%
31,650
-5,800
72
$818K 0.38%
4,550
73
$805K 0.37%
11,000
-100
74
$804K 0.37%
15,000
-1,600
75
$800K 0.37%
6,650
-50
1 2
3
4 5