MCM
Monument Capital Management Portfolio holdings
AUM
$400M
1-Year Est. Return
28.28%
1 Year Est. Return
+28.28%
AUM
$384M
AUM Growth
+$58.6M
(+18%)
Holding
237
Top Buys
| 1 | +$4.95M | |
| 2 | +$4.79M | |
| 3 | +$4.52M | |
| 4 |
Amphenol
APH
|
+$3.76M |
| 5 |
Comfort Systems
FIX
|
+$3.63M |
Top Sells
| 1 | +$5.89M | |
| 2 | +$4.16M | |
| 3 | +$3.9M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$3.42M |
| 5 |
Murphy USA
MUSA
|
+$3.41M |
Sector Composition
| 1 | Technology | 14.93% |
| 2 | Financials | 11.05% |
| 3 | Industrials | 10.66% |
| 4 | Consumer Discretionary | 9.88% |
| 5 | Consumer Staples | 7.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Lennox International
LII
$17.7B
| – | – |
-5,170
|
|
||
227
iShares MSCI China ETF
MCHI
$7.89B
| – | – |
-27,528
|
|
||
228
Omnicom Group
OMC
$25.5B
| – | – |
-2,696
|
|
||
229
Builders FirstSource
BLDR
$12B
| – | – |
-1,767
|
|
||
230
Bank of Hawaii
BOH
$2.75B
| – | – |
-3,590
|
|
||
231
Cabot Corp
CBT
$3.62B
| – | – |
-31,636
|
|
||
232
iShares MSCI Chile ETF
ECH
$1.09B
| – | – |
-51,227
|
|
||
233
EOG Resources
EOG
$58.6B
| – | – |
-4,612
|
|
||
234
Otter Tail
OTTR
$3.52B
| – | – |
-2,683
|
|
||
235
SLB Ltd
SLB
$58.9B
| – | – |
-5,100
|
|
||
236
iShares TIPS Bond ETF
TIP
$14.4B
| – | – |
-52,993
|
|
||
237
UnitedHealth
UNH
$310B
| – | – |
-1,294
|
|