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
$286M
AUM Growth
+$6.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$306K
2 +$301K
3 +$300K
4
MMM icon
3M
MMM
+$256K
5
D icon
Dominion Energy
D
+$204K

Top Sells

1 +$432K
2 +$237K
3 +$236K
4
ORCL icon
Oracle
ORCL
+$204K
5
RTX icon
RTX Corp
RTX
+$180K

Sector Composition

1 Healthcare 23.37%
2 Technology 15.75%
3 Consumer Staples 14.68%
4 Industrials 12.66%
5 Financials 11.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-37,561