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
$280M
AUM Growth
+$4.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$478K
2 +$454K
3 +$432K
4
CHKP icon
Check Point Software Technologies
CHKP
+$243K
5
FFIV icon
F5
FFIV
+$204K

Top Sells

1 +$693K
2 +$417K
3 +$290K
4
CDK
CDK Global, Inc.
CDK
+$223K
5
CINF icon
Cincinnati Financial
CINF
+$182K

Sector Composition

1 Healthcare 23.76%
2 Technology 15.93%
3 Consumer Staples 13.67%
4 Industrials 13.06%
5 Financials 11.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,793