MCM

Monimus Capital Management Portfolio holdings

AUM $152M
1-Year Est. Return 25.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$5.79M
2 +$5.54M
3 +$5.51M
4
FDS icon
Factset
FDS
+$4.19M
5
ADBE icon
Adobe
ADBE
+$3.92M

Top Sells

1 +$9.92M
2 +$4.72M
3 +$4M
4
PZZA icon
Papa John's
PZZA
+$2.52M
5
TENB icon
Tenable Holdings
TENB
+$2.47M

Sector Composition

1 Consumer Discretionary 27.98%
2 Technology 22.04%
3 Consumer Staples 12.89%
4 Communication Services 12.23%
5 Industrials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PBPB
76
DELISTED
Potbelly
PBPB
-582,325