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
176
$119K 0.05%
800
+750
177
$119K 0.05%
1,000
178
$116K 0.05%
+6,250
179
$115K 0.05%
1,950
180
$114K 0.05%
930
-300
181
$113K 0.05%
900
-1,700
182
$112K 0.05%
1,782
183
$111K 0.05%
2,647
+255
184
$111K 0.05%
725
-7,724
185
$108K 0.05%
1,859
186
$106K 0.04%
3,800
187
$103K 0.04%
1,950
+600
188
$102K 0.04%
4,800
189
$100K 0.04%
4,254
-37,405
190
$98K 0.04%
2,813
191
$98K 0.04%
1,725
192
$96K 0.04%
1,450
193
$96K 0.04%
875
194
$93K 0.04%
1,000
-875
195
$92K 0.04%
675
196
$88K 0.04%
2,200
197
$87K 0.04%
1,750
198
$86K 0.04%
+1,323
199
$84K 0.04%
1,750
200
$83K 0.04%
1,000
6 7
8
9 10