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
$265M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$639K
3
+$622K
4
LGND icon
Ligand Pharmaceuticals
LGND
+$541K
5
GH icon
Guardant Health
GH
+$511K

Top Sells

1
+$1.86M
2
+$1.72M
3
+$1.64M
4
CMCSA icon
Comcast
CMCSA
+$1.52M
5
PYPL icon
PayPal
PYPL
+$1.44M

Sector Composition

1 Technology 30.17%
2 Healthcare 17.6%
3 Consumer Discretionary 12.79%
4 Financials 9.12%
5 Industrials 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$117K 0.04%
1,343
177
$115K 0.04%
1,600
178
$110K 0.04%
950
179
$109K 0.04%
6,000
+1,000
180
$107K 0.04%
1,375
181
$106K 0.04%
2,760
182
$99K 0.04%
1,750
-150
183
$94K 0.04%
1,840
184
$93K 0.04%
1,350
+125
185
$90K 0.03%
1,750
+450
186
$89K 0.03%
1,736
-1,000
187
$89K 0.03%
1,100
188
$87K 0.03%
1,000
189
$86K 0.03%
2,000
190
$73K 0.03%
225
-25
191
$72K 0.03%
1,500
192
$72K 0.03%
2,000
193
$70K 0.03%
+750
194
$69K 0.03%
1,830
-906
195
$67K 0.03%
1,275
196
$66K 0.02%
250
197
$66K 0.02%
1,000
-375
198
$64K 0.02%
500
199
$64K 0.02%
+1,121
200
$64K 0.02%
4,000
6 7
8
9 10