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
$340M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$582K
3
+$452K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$449K
5
TSLA icon
Tesla
TSLA
+$300K

Top Sells

1
+$968K
2
+$534K
3
+$514K
4
NFLX icon
Netflix
NFLX
+$510K
5
PANW icon
Palo Alto Networks
PANW
+$481K

Sector Composition

1 Technology 30.15%
2 Healthcare 15.86%
3 Consumer Discretionary 10.09%
4 Industrials 7.04%
5 Financials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.68M 0.49%
56,250
+600
52
$1.66M 0.49%
21,842
-525
53
$1.64M 0.48%
14,000
-1,000
54
$1.6M 0.47%
5,600
55
$1.59M 0.47%
39,076
-1,100
56
$1.59M 0.47%
4,110
57
$1.58M 0.46%
38,650
58
$1.52M 0.45%
13,220
+200
59
$1.48M 0.43%
19,851
60
$1.44M 0.42%
23,195
61
$1.42M 0.42%
22,375
+300
62
$1.42M 0.42%
7,316
-200
63
$1.42M 0.42%
14,475
+200
64
$1.4M 0.41%
4,538
+50
65
$1.37M 0.4%
13,760
-4,820
66
$1.35M 0.4%
38,650
67
$1.34M 0.4%
25,710
-3,500
68
$1.32M 0.39%
12,645
69
$1.31M 0.39%
6,755
+5,675
70
$1.28M 0.38%
15,495
+5,425
71
$1.27M 0.38%
5,725
72
$1.27M 0.38%
3,193
73
$1.2M 0.35%
30,807
-375
74
$1.15M 0.34%
6,200
+100
75
$1.14M 0.33%
2,774
+392
1 2
3
4 5