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
$318M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$1.3M
2 +$782K
3 +$461K
4
VTRS icon
Viatris
VTRS
+$379K
5
CTAS icon
Cintas
CTAS
+$283K

Top Sells

1 +$431K
2 +$414K
3 +$335K
4
RTX icon
RTX Corp
RTX
+$306K
5
PFE icon
Pfizer
PFE
+$279K

Sector Composition

1 Healthcare 22.74%
2 Technology 18.47%
3 Consumer Staples 14.38%
4 Industrials 13.17%
5 Financials 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$230K 0.07%
+4,327
102
$226K 0.07%
3,500
103
$208K 0.07%
760
-50
104
$202K 0.06%
11,600
-1,000