MMG
Monetary Management Group Portfolio holdings
AUM
$406M
This Quarter Return
+2.64%
1 Year Return
+20.1%
3 Year Return
+100.1%
5 Year Return
+175.04%
10 Year Return
+440.21%
AUM
$183M
AUM Growth
–
Cap. Flow
+$183M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
21.67%
Holding
200
New
200
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$5.86M |
| 2 |
CVS Health
CVS
|
$4.58M |
| 3 |
Chevron
CVX
|
$4.44M |
| 4 |
DFS
Discover Financial Services
DFS
|
$3.89M |
| 5 |
JPMorgan Chase
JPM
|
$3.85M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 20.73% |
| 2 | Technology | 18.15% |
| 3 | Energy | 11.28% |
| 4 | Financials | 10.25% |
| 5 | Industrials | 8.73% |
