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
$264M
AUM Growth
-$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$1.26M
2 +$962K
3 +$827K
4
VT icon
Vanguard Total World Stock ETF
VT
+$201K
5
WFC icon
Wells Fargo
WFC
+$169K

Top Sells

1 +$5.06M
2 +$2.19M
3 +$636K
4
RTX icon
RTX Corp
RTX
+$453K
5
IBM icon
IBM
IBM
+$451K

Sector Composition

1 Healthcare 23.82%
2 Industrials 14.8%
3 Consumer Staples 14.61%
4 Technology 12.41%
5 Financials 11.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-186,091
102
-1,250