MCM
Monarch Capital Management Portfolio holdings
AUM
$407M
1-Year Est. Return
15.98%
This Fund
S&P 500
1 Year Est. Return
+15.98%
AUM
$407M
AUM Growth
-$1.05M
(-0.26%)
Holding
127
Top Buys
| 1 | +$2.34M | |
| 2 | +$927K | |
| 3 | +$339K | |
| 4 |
Novo Nordisk
NVO
|
+$291K |
| 5 |
Vanguard Russell 2000 ETF
VTWO
|
+$290K |
Top Sells
| 1 | +$3.34M | |
| 2 | +$2.7M | |
| 3 | +$1.39M | |
| 4 |
Quanta Services
PWR
|
+$706K |
| 5 |
Apple
AAPL
|
+$619K |
Sector Composition
| 1 | Technology | 20.22% |
| 2 | Healthcare | 17.79% |
| 3 | Industrials | 13.12% |
| 4 | Consumer Staples | 12.81% |
| 5 | Financials | 10.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Mondelez International
MDLZ
$72.6B
| – | – |
-3,500
|
|
||
|
ZIMV
127
DELISTED
ZimVie
ZIMV
| – | – |
-73,210
|
|