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
$281M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$993K
3
+$861K
4
LLY icon
Eli Lilly
LLY
+$675K
5
ZM icon
Zoom
ZM
+$574K

Top Sells

1
+$257M
2
+$4.22M
3
+$2.2M
4
CSCO icon
Cisco
CSCO
+$1.38M
5
CNC icon
Centene
CNC
+$1.26M

Sector Composition

1 Technology 29.69%
2 Healthcare 16.32%
3 Consumer Discretionary 13.38%
4 Financials 10.56%
5 Communication Services 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.57M 0.56%
6,488
+1,968
52
$1.5M 0.53%
37,200
+1,300
53
$1.48M 0.53%
14,775
-1,100
54
$1.39M 0.49%
28,045
55
$1.39M 0.49%
13,326
+650
56
$1.32M 0.47%
3,200
-100
57
$1.3M 0.46%
+3,290
58
$1.28M 0.46%
47,220
-200
59
$1.23M 0.44%
35,417
60
$1.22M 0.44%
98,900
+23,850
61
$1.19M 0.43%
5,434
62
$1.18M 0.42%
21,205
-15,715
63
$1.15M 0.41%
8,225
-400
64
$1.11M 0.4%
3,317
65
$1.1M 0.39%
23,658
+2,775
66
$1.1M 0.39%
7,695
+6,945
67
$1.07M 0.38%
15,360
68
$1.01M 0.36%
4,758
+1,875
69
$980K 0.35%
6,860
-50
70
$964K 0.34%
96,500
+44,900
71
$930K 0.33%
16,600
+2,100
72
$926K 0.33%
15,860
73
$924K 0.33%
15,539
+125
74
$907K 0.32%
15,810
-600
75
$881K 0.31%
40,924
+11,387
1 2
3
4 5