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
$241M
AUM Growth
-$6.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.47M
3
+$1.36M
4
CVX icon
Chevron
CVX
+$1.3M
5
LOW icon
Lowe's Companies
LOW
+$1.3M

Top Sells

1
+$2.72M
2
+$2.29M
3
+$1.76M
4
EXPE icon
Expedia Group
EXPE
+$1.68M
5
JPM icon
JPMorgan Chase
JPM
+$1.01M

Sector Composition

1 Technology 17.58%
2 Healthcare 15.79%
3 Financials 13.22%
4 Industrials 11.03%
5 Consumer Discretionary 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.54%
16,950
-450
52
$1.29M 0.54%
+21,850
53
$1.25M 0.52%
46,553
-3,301
54
$1.25M 0.52%
12,575
55
$1.23M 0.51%
41,100
-250
56
$1.2M 0.5%
4,450
57
$1.17M 0.48%
+12,500
58
$1.17M 0.48%
17,800
-2,300
59
$1.16M 0.48%
+5,468
60
$1.12M 0.46%
14,102
+159
61
$1.1M 0.46%
10,010
-15,195
62
$1.08M 0.45%
14,506
-1,125
63
$1.06M 0.44%
15,225
-100
64
$991K 0.41%
19,630
-900
65
$976K 0.4%
18,920
66
$967K 0.4%
18,448
-850
67
$958K 0.4%
6,125
-100
68
$943K 0.39%
25,023
+14,627
69
$899K 0.37%
432
-480
70
$894K 0.37%
26,556
-1,001
71
$890K 0.37%
11,800
-1,050
72
$857K 0.36%
12,900
-175
73
$799K 0.33%
5,420
-100
74
$789K 0.33%
16,493
-650
75
$788K 0.33%
9,817
1 2
3
4 5