MCM
Monarch Capital Management Portfolio holdings
AUM
$409M
1-Year Est. Return
17.6%
This Fund
S&P 500
1 Year Est. Return
+17.6%
AUM
$409M
AUM Growth
+$1.76M
(+0.43%)
Holding
129
Top Buys
| 1 | +$2.66M | |
| 2 | +$1.08M | |
| 3 | +$535K | |
| 4 |
Progressive
PGR
|
+$432K |
| 5 |
Automatic Data Processing
ADP
|
+$376K |
Top Sells
| 1 | +$1M | |
| 2 | +$769K | |
| 3 | +$563K | |
| 4 |
Johnson & Johnson
JNJ
|
+$560K |
| 5 |
Gilead Sciences
GILD
|
+$479K |
Sector Composition
| 1 | Healthcare | 18.03% |
| 2 | Technology | 17.86% |
| 3 | Consumer Staples | 13.58% |
| 4 | Industrials | 13.53% |
| 5 | Financials | 9.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Mondelez International
MDLZ
$78.8B
| $203K | 0.05% |
+3,500
|
|
||
127
Phillips 66
PSX
$70.6B
| $201K | 0.05% |
+1,104
|
|
||
128
Strive Inc
ASST
$1.19B
| – | – |
-500
|
|
||
129
IBM
IBM
$218B
| – | – |
-801
|
|