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
$264M
AUM Growth
+$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$2.26M
3
+$2.07M
4
SYK icon
Stryker
SYK
+$1.3M
5
TJX icon
TJX Companies
TJX
+$1.3M

Top Sells

1
+$5.48M
2
+$1.89M
3
+$1.42M
4
AMTD
TD Ameritrade Holding Corp
AMTD
+$1.28M
5
DIS icon
Walt Disney
DIS
+$1.15M

Sector Composition

1 Technology 23.64%
2 Healthcare 16.21%
3 Financials 11.4%
4 Consumer Discretionary 10.53%
5 Industrials 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$153K 0.06%
5,000
+2,000
177
$152K 0.06%
1,625
178
$149K 0.06%
675
179
$147K 0.06%
1,895
180
$141K 0.05%
1,759
181
$139K 0.05%
1,867
-12,190
182
$139K 0.05%
6,800
183
$137K 0.05%
1,375
184
$133K 0.05%
1,450
185
$133K 0.05%
2,000
186
$132K 0.05%
2,390
-375
187
$119K 0.05%
800
188
$118K 0.04%
2,025
189
$117K 0.04%
1,343
190
$116K 0.04%
1,650
191
$114K 0.04%
+2,500
192
$113K 0.04%
2,000
193
$112K 0.04%
+3,000
194
$110K 0.04%
895
+195
195
$105K 0.04%
1,000
-250
196
$105K 0.04%
3,075
197
$104K 0.04%
6,000
+5,000
198
$104K 0.04%
1,650
199
$103K 0.04%
2,500
+500
200
$99K 0.04%
800
6 7
8
9 10