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
126
$326K 0.14%
3,367
-9,325
127
$319K 0.13%
6,379
-1,950
128
$316K 0.13%
5,030
129
$314K 0.13%
2,200
130
$312K 0.13%
6,000
-732
131
$303K 0.13%
11,275
-1,800
132
$298K 0.13%
1,450
-9,170
133
$284K 0.12%
15,650
-21,800
134
$280K 0.12%
6,250
135
$278K 0.12%
8,619
136
$258K 0.11%
+8,500
137
$257K 0.11%
1,085
138
$250K 0.11%
7,225
-350
139
$242K 0.1%
3,000
140
$242K 0.1%
4,600
141
$241K 0.1%
1,375
142
$241K 0.1%
2,675
143
$238K 0.1%
5,910
-3,755
144
$229K 0.1%
1,750
145
$228K 0.1%
3,050
146
$226K 0.1%
3,400
147
$220K 0.09%
7,730
148
$213K 0.09%
1,575
-75
149
$202K 0.09%
3,235
150
$196K 0.08%
5,450
4 5
6
7 8