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
$241M
AUM Growth
-$6.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.47M
3
+$1.36M
4
CVX icon
Chevron
CVX
+$1.3M
5
LOW icon
Lowe's Companies
LOW
+$1.3M

Top Sells

1
+$2.72M
2
+$2.29M
3
+$1.76M
4
EXPE icon
Expedia Group
EXPE
+$1.68M
5
JPM icon
JPMorgan Chase
JPM
+$1.01M

Sector Composition

1 Technology 17.58%
2 Healthcare 15.79%
3 Financials 13.22%
4 Industrials 11.03%
5 Consumer Discretionary 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$122K 0.05%
2,250
-563
177
$120K 0.05%
600
178
$119K 0.05%
875
179
$117K 0.05%
2,000
180
$113K 0.05%
1,800
181
$110K 0.05%
1,450
182
$110K 0.05%
1,000
183
$109K 0.05%
1,000
184
$108K 0.04%
+2,450
185
$105K 0.04%
1,859
186
$105K 0.04%
1,683
187
$104K 0.04%
5,260
188
$103K 0.04%
4,800
189
$101K 0.04%
1,550
-400
190
$100K 0.04%
3,500
-4,650
191
$100K 0.04%
+4,200
192
$99K 0.04%
3,125
193
$99K 0.04%
2,050
+1,000
194
$98K 0.04%
675
195
$98K 0.04%
1,725
196
$96K 0.04%
2,000
-2,600
197
$92K 0.04%
500
198
$91K 0.04%
2,200
199
$90K 0.04%
1,650
200
$90K 0.04%
2,200
6 7
8
9 10