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
$277M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$796K
2 +$784K
3 +$470K
4
ABBV icon
AbbVie
ABBV
+$469K
5
VOD icon
Vodafone
VOD
+$430K

Top Sells

1 +$1.45M
2 +$328K
3 +$279K
4
STZ icon
Constellation Brands
STZ
+$274K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$229K

Sector Composition

1 Healthcare 20.82%
2 Consumer Staples 18.76%
3 Industrials 13.99%
4 Technology 12.48%
5 Financials 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-69
102
-2,443
103
-1,925
104
-3,908