MCM
Monarch Capital Management Portfolio holdings
AUM
$372M
1-Year Return
16.01%
This Quarter Return
+3.47%
1 Year Return
+16.01%
3 Year Return
+49.32%
5 Year Return
+101.83%
10 Year Return
+222.44%
AUM
$268M
AUM Growth
+$3.85M
(+1.5%)
Cap. Flow
-$2.14M
Cap. Flow
% of AUM
-0.8%
Top 10 Holdings %
Top 10 Hldgs %
31.9%
Holding
101
New
1
Increased
20
Reduced
47
Closed
4
Top Buys
| 1 |
Gilead Sciences
GILD
|
+$1M |
| 2 |
Apple
AAPL
|
+$641K |
| 3 |
Zimmer Biomet
ZBH
|
+$523K |
| 4 |
WLL
Whiting Petroleum Corporation
WLL
|
+$171K |
| 5 |
Flowserve
FLS
|
+$108K |
Top Sells
| 1 |
Coca-Cola
KO
|
+$948K |
| 2 |
Vodafone
VOD
|
+$488K |
| 3 |
GE Aerospace
GE
|
+$409K |
| 4 |
Steel Dynamics
STLD
|
+$335K |
| 5 |
Lakeland Financial Corp
LKFN
|
+$303K |
Sector Composition
| 1 | Healthcare | 22.72% |
| 2 | Industrials | 14.8% |
| 3 | Consumer Staples | 13.58% |
| 4 | Financials | 13.01% |
| 5 | Technology | 12.68% |
