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
51
$1.4M 0.59%
12,575
52
$1.33M 0.56%
16,282
+625
53
$1.28M 0.54%
49,700
+1,000
54
$1.26M 0.53%
23,645
55
$1.14M 0.48%
22,100
+125
56
$1.1M 0.46%
20,530
-300
57
$1.08M 0.46%
4,450
58
$1.08M 0.45%
19,523
-3,500
59
$1.03M 0.43%
40,600
+7,800
60
$1.02M 0.43%
13,943
+1,112
61
$1.01M 0.43%
816
62
$1.01M 0.43%
15,425
+250
63
$964K 0.41%
6,150
64
$936K 0.39%
18,918
+4,575
65
$933K 0.39%
27,557
-1,265
66
$893K 0.38%
18,120
-400
67
$839K 0.35%
458
68
$828K 0.35%
15,975
+650
69
$799K 0.34%
69,600
-100
70
$775K 0.33%
18,171
-52,224
71
$763K 0.32%
9,817
-1,900
72
$733K 0.31%
12,925
73
$730K 0.31%
16,000
-30,000
74
$723K 0.3%
11,836
+2,934
75
$708K 0.3%
9,725
1 2
3
4 5