MCM

Monarch Capital Management Portfolio holdings

AUM $407M
1-Year Est. Return 15.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.98%
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
+$781K
2
+$756K
3
+$457K
4
VOD icon
Vodafone
VOD
+$418K
5
EMR icon
Emerson Electric
EMR
+$417K

Top Sells

1
+$1.45M
2
+$303K
3
+$274K
4
MCD icon
McDonald's
MCD
+$265K
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
– –
-1,925
102
– –
-2,443
103
– –
-69
104
– –
-10,956
1 2 3 4
5