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
$230M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.17M
3
+$2.11M
4
MNST icon
Monster Beverage
MNST
+$1.21M
5
WELL icon
Welltower
WELL
+$1.08M

Top Sells

1
+$3.07M
2
+$2.57M
3
+$1.76M
4
WBA
Walgreens Boots Alliance
WBA
+$1.49M
5
VZ icon
Verizon
VZ
+$1.47M

Sector Composition

1 Healthcare 19.61%
2 Technology 14.71%
3 Consumer Discretionary 11.42%
4 Industrials 10.66%
5 Financials 10.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.54M 0.67%
11,265
-5,310
52
$1.48M 0.64%
20,900
+15,300
53
$1.45M 0.63%
12,800
+25
54
$1.43M 0.62%
17,630
-70
55
$1.42M 0.62%
16,860
56
$1.37M 0.6%
12,766
+200
57
$1.34M 0.58%
37,267
+475
58
$1.27M 0.55%
22,823
-1,050
59
$1.25M 0.54%
816
60
$1.22M 0.53%
14,906
-1,600
61
$1.21M 0.53%
+52,580
62
$1.21M 0.53%
8,815
+200
63
$1.13M 0.49%
21,975
+150
64
$1.07M 0.47%
20,830
65
$1.06M 0.46%
4,865
+2,580
66
$1.02M 0.44%
23,045
+870
67
$977K 0.42%
30,086
-9,065
68
$964K 0.42%
11,967
-395
69
$942K 0.41%
39,700
-5,300
70
$938K 0.41%
4,550
71
$903K 0.39%
12,791
-159
72
$869K 0.38%
12,700
+950
73
$843K 0.37%
18,020
+1,060
74
$828K 0.36%
4,976
-209
75
$815K 0.35%
458
1 2
3
4 5