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
276
– –
-810
277
– –
-42
278
– –
-56
279
– –
-6
280
– –
-55
281
– –
-250
282
– –
-340
283
– –
-14
284
– –
-706
285
– –
-750
286
– –
-14
287
– –
-4
288
– –
-48
289
– –
-147
290
– –
-14,773
291
– –
-44
292
– –
-14
293
– –
-20
294
– –
-33
295
– –
-15
296
– –
-200
297
– –
-24
298
– –
-11
299
– –
-38
300
– –
-232
10 11
12
13 14