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
$216M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.98M
3
+$1.79M
4
AMZN icon
Amazon
AMZN
+$1.57M
5
KO icon
Coca-Cola
KO
+$1.41M

Top Sells

1
+$1.71M
2
+$1.71M
3
+$1.68M
4
KBR icon
KBR
KBR
+$1.56M
5
NSR
Neustar Inc
NSR
+$1.54M

Sector Composition

1 Healthcare 18.87%
2 Technology 16.76%
3 Financials 11.01%
4 Energy 10.67%
5 Industrials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$91K 0.04%
+655
202
$89K 0.04%
+950
203
$87K 0.04%
1,220
-305
204
$86K 0.04%
+5,000
205
$86K 0.04%
+3,000
206
$86K 0.04%
7,000
-1,400
207
$85K 0.04%
+1,807
208
$82K 0.04%
+1,268
209
$80K 0.04%
+7,017
210
$79K 0.04%
+6,000
211
$76K 0.04%
+800
212
$75K 0.03%
+10,500
213
$73K 0.03%
+1,500
214
$72K 0.03%
+1,095
215
$71K 0.03%
+2,200
216
$70K 0.03%
+2,829
217
$70K 0.03%
+2,500
218
$69K 0.03%
5,700
-2,600
219
$68K 0.03%
1,800
-2,125
220
$67K 0.03%
405
-4,366
221
$63K 0.03%
+1,286
222
$63K 0.03%
+1,750
223
$63K 0.03%
+1,000
224
$62K 0.03%
+1,867
225
$62K 0.03%
+1,000
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9
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