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
$268M
AUM Growth
+$3.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$1M
2 +$641K
3 +$523K
4
WLL
Whiting Petroleum Corporation
WLL
+$171K
5
FLS icon
Flowserve
FLS
+$108K

Top Sells

1 +$948K
2 +$488K
3 +$409K
4
STLD icon
Steel Dynamics
STLD
+$335K
5
LKFN icon
Lakeland Financial Corp
LKFN
+$303K

Sector Composition

1 Healthcare 22.72%
2 Industrials 14.8%
3 Consumer Staples 13.58%
4 Financials 13.01%
5 Technology 12.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-11,000