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
$247M
AUM Growth
-$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$1.16M
2 +$968K
3 +$562K
4
LKFN icon
Lakeland Financial Corp
LKFN
+$340K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$309K

Top Sells

1 +$1.28M
2 +$995K
3 +$796K
4
MCD icon
McDonald's
MCD
+$396K
5
MSFT icon
Microsoft
MSFT
+$377K

Sector Composition

1 Healthcare 25.79%
2 Technology 15.01%
3 Consumer Staples 13.47%
4 Industrials 12.58%
5 Financials 11.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,500