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
$262M
AUM Growth
-$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$449K
2 +$340K
3 +$236K
4
VOD icon
Vodafone
VOD
+$208K
5
RAI
Reynolds American Inc
RAI
+$201K

Sector Composition

1 Healthcare 22.61%
2 Consumer Staples 16.59%
3 Industrials 12.53%
4 Technology 12.21%
5 Financials 11.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-9,700
102
-7,200
103
-2,500
104
-4,934
105
-9,100
106
-9,267