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
$237M
AUM Growth
-$7.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.29M
3
+$664K
4
AMZN icon
Amazon
AMZN
+$635K
5
AAPL icon
Apple
AAPL
+$512K

Top Sells

1
+$2.54M
2
+$2.23M
3
+$1.88M
4
AXP icon
American Express
AXP
+$1.85M
5
EFX icon
Equifax
EFX
+$1.69M

Sector Composition

1 Healthcare 19.69%
2 Technology 15.62%
3 Financials 12.33%
4 Consumer Discretionary 11.51%
5 Industrials 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$83K 0.04%
1,650
202
$82K 0.03%
1,750
203
$82K 0.03%
1,100
204
$81K 0.03%
500
205
$81K 0.03%
2,200
206
$74K 0.03%
1,166
207
$72K 0.03%
4,681
208
$70K 0.03%
225
-525
209
$67K 0.03%
1,275
210
$65K 0.03%
800
211
$65K 0.03%
850
212
$64K 0.03%
700
213
$64K 0.03%
1,633
214
$64K 0.03%
600
215
$63K 0.03%
4,129
216
$63K 0.03%
2,000
217
$61K 0.03%
750
+50
218
$60K 0.03%
400
219
$60K 0.03%
4,000
220
$55K 0.02%
743
221
$53K 0.02%
12,300
222
$52K 0.02%
415
223
$50K 0.02%
450
224
$50K 0.02%
1,050
-6,720
225
$50K 0.02%
550
7 8
9
10 11