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
$337M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$978K
2
+$839K
3
+$571K
4
BABA icon
Alibaba
BABA
+$391K
5
VTRS icon
Viatris
VTRS
+$378K

Top Sells

1
+$979K
2
+$623K
3
+$587K
4
ACN icon
Accenture
ACN
+$526K
5
EMR icon
Emerson Electric
EMR
+$494K

Sector Composition

1 Healthcare 21.94%
2 Technology 18.35%
3 Consumer Staples 13.28%
4 Industrials 13.2%
5 Financials 11.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$249K 0.07%
7,900
102
$246K 0.07%
3,500
103
$238K 0.07%
1,760
104
$226K 0.07%
+605
105
$224K 0.07%
760
106
$215K 0.06%
+1,039
107
$211K 0.06%
10,600
-1,000
108
$207K 0.06%
1,340
-100
109
$205K 0.06%
2,400
-800
110
$200K 0.06%
+1,500
1 2 3 4
5