MCM
Monarch Capital Management Portfolio holdings
AUM
$372M
1-Year Return
16.01%
This Quarter Return
+9.79%
1 Year Return
+16.01%
3 Year Return
+49.32%
5 Year Return
+101.83%
10 Year Return
+222.44%
AUM
$371M
AUM Growth
+$31.1M
(+9.1%)
Cap. Flow
+$1.28M
Cap. Flow
% of AUM
0.34%
Top 10 Holdings %
Top 10 Hldgs %
35.02%
Holding
119
New
5
Increased
40
Reduced
47
Closed
1
Top Buys
| 1 |
United Parcel Service
UPS
|
$493K |
| 2 |
Deere & Co
DE
|
$380K |
| 3 |
Air Products & Chemicals
APD
|
$294K |
| 4 |
AMTM
Amentum Holdings, Inc.
AMTM
|
$249K |
| 5 |
Vanguard Russell 2000 ETF
VTWO
|
$220K |
Top Sells
| 1 |
Applied Materials
AMAT
|
$280K |
| 2 |
Jacobs Solutions
J
|
$203K |
| 3 |
Microsoft
MSFT
|
$194K |
| 4 |
Franklin Electric
FELE
|
$186K |
| 5 |
Walmart
WMT
|
$168K |
Sector Composition
| 1 | Technology | 20.58% |
| 2 | Healthcare | 18.36% |
| 3 | Industrials | 14.1% |
| 4 | Consumer Staples | 13.56% |
| 5 | Financials | 11.06% |
