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
$269M
AUM Growth
-$8.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$288K
2 +$214K
3 +$211K
4
STZ icon
Constellation Brands
STZ
+$192K
5
ABT icon
Abbott
ABT
+$144K

Top Sells

1 +$4.43M
2 +$2.09M
3 +$1.75M
4
PEP icon
PepsiCo
PEP
+$1.55M
5
BP icon
BP
BP
+$1.4M

Sector Composition

1 Healthcare 23.09%
2 Consumer Staples 15.71%
3 Industrials 14.46%
4 Technology 12.72%
5 Financials 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-8,300