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
$265M
AUM Growth
+$537K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1 +$449K
2 +$389K
3 +$380K
4
AFL icon
Aflac
AFL
+$372K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$356K

Top Sells

1 +$589K
2 +$472K
3 +$409K
4
CDK
CDK Global, Inc.
CDK
+$272K
5
WFC icon
Wells Fargo
WFC
+$253K

Sector Composition

1 Healthcare 22.45%
2 Consumer Staples 16.88%
3 Industrials 12.76%
4 Technology 12.09%
5 Financials 10.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$213K 0.08%
4,934
102
$211K 0.08%
+9,700
103
$154K 0.06%
20,304
-7,900
104
$48K 0.02%
1,250
105
$11K ﹤0.01%
10,000
106
-8,454
107
-3,433