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
$238M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1 +$301K
2 +$221K
3 +$218K
4
INTC icon
Intel
INTC
+$218K
5
ABT icon
Abbott
ABT
+$145K

Top Sells

1 +$247K
2 +$240K
3 +$231K
4
SYY icon
Sysco
SYY
+$185K
5
WBA
Walgreens Boots Alliance
WBA
+$175K

Sector Composition

1 Healthcare 20.37%
2 Consumer Staples 17.7%
3 Industrials 14.35%
4 Technology 12.54%
5 Financials 11.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$341K 0.14%
2
77
$337K 0.14%
6,867
78
$336K 0.14%
4,640
79
$332K 0.14%
8,515
80
$294K 0.12%
7,000
81
$279K 0.12%
12,399
82
$279K 0.12%
9,000
+400
83
$269K 0.11%
5,400
84
$265K 0.11%
17,167
85
$221K 0.09%
4,033
-2,600