MCM

Monarch Capital Management Portfolio holdings

AUM $408M
1-Year Est. Return 12.53%
This Quarter Est. Return
1 Year Est. Return
+12.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$232M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1 +$8.98M
2 +$8.16M
3 +$8.15M
4
FELE icon
Franklin Electric
FELE
+$8.08M
5
PM icon
Philip Morris
PM
+$7.76M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 20.03%
2 Consumer Staples 18.93%
3 Industrials 13.33%
4 Technology 12.59%
5 Financials 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$333K 0.14%
+8,515
77
$331K 0.14%
+3,907
78
$321K 0.14%
+85,904
79
$298K 0.13%
+7,600
80
$297K 0.13%
+6,867
81
$296K 0.13%
+12,399
82
$268K 0.12%
+17,167
83
$263K 0.11%
+5,400
84
$255K 0.11%
+7,000
85
$250K 0.11%
+8,600