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
$264M
AUM Growth
+$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$2.26M
3
+$2.07M
4
SYK icon
Stryker
SYK
+$1.3M
5
TJX icon
TJX Companies
TJX
+$1.3M

Top Sells

1
+$5.48M
2
+$1.89M
3
+$1.42M
4
AMTD
TD Ameritrade Holding Corp
AMTD
+$1.28M
5
DIS icon
Walt Disney
DIS
+$1.15M

Sector Composition

1 Technology 23.64%
2 Healthcare 16.21%
3 Financials 11.4%
4 Consumer Discretionary 10.53%
5 Industrials 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.45M 0.55%
9,790
52
$1.45M 0.55%
333,880
+146,280
53
$1.45M 0.55%
9,575
+150
54
$1.43M 0.54%
25,680
+23,280
55
$1.41M 0.53%
26,700
56
$1.34M 0.51%
5,433
-138
57
$1.33M 0.5%
15,075
-400
58
$1.29M 0.49%
13,700
+150
59
$1.28M 0.49%
48,375
60
$1.27M 0.48%
5,900
61
$1.25M 0.47%
13,550
-100
62
$1.22M 0.46%
50,720
63
$1.21M 0.46%
4,770
64
$1.19M 0.45%
5,105
-75
65
$1.17M 0.44%
30,886
+115
66
$1.17M 0.44%
18,568
+347
67
$1.13M 0.43%
4,238
-50
68
$1.12M 0.42%
3,875
69
$1.1M 0.42%
4,300
70
$1.06M 0.4%
19,010
71
$1.04M 0.39%
+6,950
72
$1.04M 0.39%
17,268
+375
73
$1.02M 0.39%
18,430
74
$1.01M 0.38%
9,317
-100
75
$973K 0.37%
13,786
-1,100
1 2
3
4 5