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
$389M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$737K
3
+$599K
4
MRK icon
Merck
MRK
+$463K
5
QCOM icon
Qualcomm
QCOM
+$446K

Top Sells

1
+$1.37M
2
+$1.32M
3
+$1.15M
4
ACN icon
Accenture
ACN
+$963K
5
LOW icon
Lowe's Companies
LOW
+$829K

Sector Composition

1 Technology 34.03%
2 Healthcare 14.46%
3 Consumer Discretionary 8.79%
4 Industrials 6.13%
5 Financials 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.66M 0.43%
36,550
+1,000
52
$1.62M 0.42%
9,685
+750
53
$1.6M 0.41%
3,825
-3,275
54
$1.53M 0.39%
13,040
+140
55
$1.53M 0.39%
6,755
+525
56
$1.51M 0.39%
2,625
57
$1.5M 0.39%
9,170
-50
58
$1.5M 0.39%
1,680
+670
59
$1.5M 0.39%
5,425
60
$1.48M 0.38%
6,712
+55
61
$1.48M 0.38%
13,035
+4,080
62
$1.4M 0.36%
2,440
63
$1.37M 0.35%
14,050
-2,025
64
$1.35M 0.35%
29,991
-659
65
$1.34M 0.35%
11,461
-189
66
$1.34M 0.34%
46,250
-800
67
$1.32M 0.34%
5,997
68
$1.32M 0.34%
6,600
+225
69
$1.29M 0.33%
4,765
70
$1.28M 0.33%
6,200
-50
71
$1.28M 0.33%
10,576
72
$1.28M 0.33%
15,125
73
$1.25M 0.32%
1,768
74
$1.23M 0.32%
13,955
+200
75
$1.19M 0.3%
4,810
-75
1 2
3
4 5