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
$245M
AUM Growth
-$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$1.14M
2 +$815K
3 +$756K
4
GILD icon
Gilead Sciences
GILD
+$653K
5
ZBH icon
Zimmer Biomet
ZBH
+$504K

Top Sells

1 +$884K
2 +$590K
3 +$520K
4
J icon
Jacobs Solutions
J
+$462K
5
SRCL
Stericycle Inc
SRCL
+$389K

Sector Composition

1 Healthcare 25.49%
2 Technology 17.31%
3 Consumer Staples 15.07%
4 Industrials 11.9%
5 Financials 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,490
102
-6,095
103
-17,000
104
-8,400