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
$306M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$693K
2 +$548K
3 +$390K
4
DG icon
Dollar General
DG
+$302K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$237K

Top Sells

1 +$380K
2 +$378K
3 +$337K
4
ABT icon
Abbott
ABT
+$231K
5
SRCL
Stericycle Inc
SRCL
+$204K

Sector Composition

1 Healthcare 23.59%
2 Technology 16.19%
3 Consumer Staples 14.48%
4 Industrials 13.16%
5 Financials 11.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$208K 0.07%
2,516
102
$206K 0.07%
7,904
-961
103
$205K 0.07%
+774
104
$77K 0.03%
17,000