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
$255M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1 +$165K
2 +$114K
3 +$70.2K
4
VRA icon
Vera Bradley
VRA
+$67.3K
5
T icon
AT&T
T
+$64.2K

Top Sells

1 +$425K
2 +$412K
3 +$402K
4
MSFT icon
Microsoft
MSFT
+$389K
5
ADP icon
Automatic Data Processing
ADP
+$337K

Sector Composition

1 Healthcare 19.99%
2 Consumer Staples 17.49%
3 Industrials 14.84%
4 Technology 12.22%
5 Financials 11.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$367K 0.14%
6,867
77
$361K 0.14%
7,000
78
$356K 0.14%
2
79
$343K 0.13%
8,365
-150
80
$316K 0.12%
4,073
-567
81
$284K 0.11%
5,400
82
$271K 0.11%
11,800
-599
83
$267K 0.1%
8,000
-1,000
84
$208K 0.08%
3,933
-100
85
$203K 0.08%
13,500
-3,667