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
151
$194K 0.08%
1,650
152
$192K 0.08%
2,500
153
$186K 0.08%
5,500
154
$185K 0.08%
7,035
155
$183K 0.08%
2,602
156
$181K 0.08%
1,375
157
$179K 0.08%
1,350
158
$162K 0.07%
2,200
159
$156K 0.07%
2,200
160
$153K 0.06%
2,760
161
$149K 0.06%
3,500
162
$144K 0.06%
1,200
163
$143K 0.06%
1,200
164
$143K 0.06%
1,600
165
$142K 0.06%
4,200
166
$142K 0.06%
2,000
167
$141K 0.06%
1,834
168
$138K 0.06%
1,640
169
$133K 0.06%
1,748
170
$131K 0.06%
1,683
171
$129K 0.05%
5,958
-117
172
$128K 0.05%
600
173
$127K 0.05%
+4,000
174
$122K 0.05%
375
175
$121K 0.05%
1,290
+15
5 6
7
8 9