MCM
Monument Capital Management Portfolio holdings
AUM
$384M
1-Year Return
28.84%
This Quarter Return
-9.03%
1 Year Return
+28.84%
3 Year Return
+108.4%
5 Year Return
+182.4%
10 Year Return
–
AUM
$160M
AUM Growth
-$17.8M
(-10%)
Cap. Flow
-$1.99M
Cap. Flow
% of AUM
-1.24%
Top 10 Holdings %
Top 10 Hldgs %
29.27%
Holding
365
New
12
Increased
57
Reduced
14
Closed
278
Top Buys
| 1 |
Edwards Lifesciences
EW
|
+$2.23M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$2.04M |
| 3 |
Eli Lilly
LLY
|
+$2.01M |
| 4 |
American Tower
AMT
|
+$2M |
| 5 |
Darling Ingredients
DAR
|
+$1.93M |
Top Sells
| 1 |
Blackstone
BX
|
+$2.76M |
| 2 |
Lockheed Martin
LMT
|
+$2.43M |
| 3 |
Xylem
XYL
|
+$2.42M |
| 4 |
RTN
Raytheon Company
RTN
|
+$2.38M |
| 5 |
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% |
