MCM
Monarch Capital Management Portfolio holdings
AUM
$372M
1-Year Return
16.01%
This Quarter Return
+5.73%
1 Year Return
+16.01%
3 Year Return
+49.32%
5 Year Return
+101.83%
10 Year Return
+222.44%
AUM
$264M
AUM Growth
+$13.6M
(+5.4%)
Cap. Flow
+$968K
Cap. Flow
% of AUM
0.37%
Top 10 Holdings %
Top 10 Hldgs %
30.23%
Holding
101
New
3
Increased
32
Reduced
39
Closed
1
Top Buys
| 1 |
CDK
CDK Global, Inc.
CDK
|
+$828K |
| 2 |
WLL
Whiting Petroleum Corporation
WLL
|
+$774K |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$568K |
| 4 |
Aflac
AFL
|
+$436K |
| 5 |
Chevron
CVX
|
+$348K |
Top Sells
| 1 |
Automatic Data Processing
ADP
|
+$1.14M |
| 2 |
Medtronic
MDT
|
+$323K |
| 3 |
Home Depot
HD
|
+$320K |
| 4 |
GE Aerospace
GE
|
+$238K |
| 5 |
Vodafone
VOD
|
+$205K |
Sector Composition
| 1 | Healthcare | 21.75% |
| 2 | Consumer Staples | 17.54% |
| 3 | Technology | 13% |
| 4 | Industrials | 12.49% |
| 5 | Financials | 11.35% |
