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
$237M
AUM Growth
-$7.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.29M
3
+$664K
4
AMZN icon
Amazon
AMZN
+$635K
5
AAPL icon
Apple
AAPL
+$512K

Top Sells

1
+$2.54M
2
+$2.23M
3
+$1.88M
4
AXP icon
American Express
AXP
+$1.85M
5
EFX icon
Equifax
EFX
+$1.69M

Sector Composition

1 Healthcare 19.69%
2 Technology 15.62%
3 Financials 12.33%
4 Consumer Discretionary 11.51%
5 Industrials 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$700K 0.3%
12,960
+2,600
77
$695K 0.29%
8,700
+3,950
78
$676K 0.29%
5,420
-250
79
$672K 0.28%
2,335
+260
80
$668K 0.28%
5,573
-80
81
$665K 0.28%
7,350
-20,435
82
$647K 0.27%
4,662
-785
83
$639K 0.27%
15,700
-500
84
$638K 0.27%
9,900
-1,100
85
$617K 0.26%
2,455
86
$616K 0.26%
4,675
87
$598K 0.25%
22,950
+4,125
88
$569K 0.24%
8,976
+500
89
$560K 0.24%
5,125
90
$551K 0.23%
2,950
91
$529K 0.22%
3,750
92
$526K 0.22%
13,050
93
$517K 0.22%
19,828
94
$497K 0.21%
14,200
+3,250
95
$490K 0.21%
3,450
96
$485K 0.2%
4,189
-355
97
$478K 0.2%
10,625
98
$472K 0.2%
6,495
+425
99
$452K 0.19%
23,850
+700
100
$452K 0.19%
6,600
2 3
4
5 6