MMG
Monetary Management Group Portfolio holdings
AUM
$406M
1-Year Return
20.1%
This Quarter Return
+9.7%
1 Year Return
+20.1%
3 Year Return
+100.1%
5 Year Return
+175.04%
10 Year Return
+440.21%
AUM
$332M
AUM Growth
+$13.9M
(+4.4%)
Cap. Flow
-$8.32M
Cap. Flow
% of AUM
-2.51%
Top 10 Holdings %
Top 10 Hldgs %
36.09%
Holding
322
New
15
Increased
46
Reduced
84
Closed
11
Top Buys
| 1 |
Caterpillar
CAT
|
$1.63M |
| 2 |
XIFR
XPLR Infrastructure, LP
XIFR
|
$1.07M |
| 3 |
Amazon
AMZN
|
$901K |
| 4 |
Regeneron Pharmaceuticals
REGN
|
$737K |
| 5 |
Parker-Hannifin
PH
|
$732K |
Top Sells
| 1 |
Apple
AAPL
|
$2.59M |
| 2 |
Home Depot
HD
|
$2.08M |
| 3 |
ATVI
Activision Blizzard Inc.
ATVI
|
$1.43M |
| 4 |
Merck
MRK
|
$1.34M |
| 5 |
UnitedHealth
UNH
|
$1.17M |
Sector Composition
| 1 | Technology | 29.4% |
| 2 | Healthcare | 13.71% |
| 3 | Consumer Discretionary | 12.99% |
| 4 | Financials | 8.93% |
| 5 | Communication Services | 8.15% |
