MCM

Monument Capital Management Portfolio holdings

AUM $400M
1-Year Est. Return 28.28%
This Quarter Est. Return
1 Year Est. Return
+28.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$2.04M
3
+$2.01M
4
AMT icon
American Tower
AMT
+$2M
5
DAR icon
Darling Ingredients
DAR
+$1.93M

Top Sells

1
+$2.76M
2
+$2.43M
3
+$2.42M
4
RTN
Raytheon Company
RTN
+$2.38M
5
GD icon
General Dynamics
GD
+$2.16M

Sector Composition

1 Healthcare 12.26%
2 Financials 11.43%
3 Technology 8.76%
4 Industrials 6.31%
5 Consumer Staples 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-14,439
227
– –
-11
228
– –
-14
229
– –
-7,024
230
– –
-24
231
– –
-18
232
– –
-400
233
– –
-29
234
– –
-12
235
– –
-4
236
– –
-21
237
– –
-700
238
– –
-27
239
– –
-401
240
– –
-586
241
– –
-94
242
– –
-2,485
243
– –
-12,139
244
– –
-962
245
– –
-5
246
– –
-90
247
– –
-80
248
– –
-42
249
– –
-1,852
250
– –
-178
8 9
10
11 12