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
$336M
AUM Growth
-$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$503K
2 +$429K
3 +$408K
4
WBD icon
Warner Bros
WBD
+$236K
5
OKE icon
Oneok
OKE
+$226K

Top Sells

1 +$725K
2 +$482K
3 +$359K
4
AMZN icon
Amazon
AMZN
+$244K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$227K

Sector Composition

1 Healthcare 21.98%
2 Technology 18.26%
3 Consumer Staples 13.67%
4 Industrials 12.1%
5 Financials 10.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,256
127
-2,232
128
-1,500