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
$246M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$1.34M
2 +$828K
3 +$679K
4
XOM icon
Exxon Mobil
XOM
+$578K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$537K

Top Sells

1 +$1.62M
2 +$612K
3 +$594K
4
CINF icon
Cincinnati Financial
CINF
+$333K
5
CVX icon
Chevron
CVX
+$272K

Sector Composition

1 Healthcare 21.49%
2 Consumer Staples 18.59%
3 Technology 12.66%
4 Industrials 12.6%
5 Financials 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-14,608
102
-5,857
103
-1