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
$400M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.48M
3
+$3.35M
4
TPR icon
Tapestry
TPR
+$3M
5
JBL icon
Jabil
JBL
+$2.98M

Top Sells

1
+$3.68M
2
+$3.67M
3
+$3.65M
4
EWQ icon
iShares MSCI France ETF
EWQ
+$3.45M
5
RS icon
Reliance Steel & Aluminium
RS
+$2.97M

Sector Composition

1 Technology 14.57%
2 Financials 11.35%
3 Industrials 11.08%
4 Consumer Discretionary 10.1%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APH icon
26
Amphenol
APH
$171B
$4.61M 1.15%
37,288
-820
CASY icon
27
Casey's General Stores
CASY
$19.7B
$4.5M 1.12%
7,955
-152
MCK icon
28
McKesson
MCK
$100B
$4.38M 1.1%
5,669
-1
NFLX icon
29
Netflix
NFLX
$466B
$4.31M 1.08%
3,593
+101
RCL icon
30
Royal Caribbean
RCL
$76.2B
$4.3M 1.07%
13,287
-146
LOPE icon
31
Grand Canyon Education
LOPE
$5.73B
$4.2M 1.05%
19,133
-188
MTG icon
32
MGIC Investment
MTG
$6.08B
$4.02M 1.01%
141,796
-886
VEA icon
33
Vanguard FTSE Developed Markets ETF
VEA
$180B
$4M 1%
66,820
-3,432
JPM icon
34
JPMorgan Chase
JPM
$832B
$3.99M 1%
12,644
-897
EWP icon
35
iShares MSCI Spain ETF
EWP
$1.44B
$3.98M 1%
80,419
-6,579
EBAY icon
36
eBay
EBAY
$45.5B
$3.76M 0.94%
41,310
-126
T icon
37
AT&T
T
$179B
$3.74M 0.94%
132,429
+6,805
EWI icon
38
iShares MSCI Italy ETF
EWI
$743M
$3.72M 0.93%
71,558
-5,581
EWO icon
39
iShares MSCI Austria ETF
EWO
$107M
$3.68M 0.92%
118,592
-9,424
NVDA icon
40
NVIDIA
NVDA
$5.04T
$3.52M 0.88%
18,881
-1,242
AU icon
41
AngloGold Ashanti
AU
$34B
$3.52M 0.88%
+49,983
EXEL icon
42
Exelixis
EXEL
$10.6B
$3.51M 0.88%
84,996
-1,526
EIS icon
43
iShares MSCI Israel ETF
EIS
$446M
$3.48M 0.87%
+34,711
AWI icon
44
Armstrong World Industries
AWI
$8.31B
$3.46M 0.87%
17,673
-271
PGR icon
45
Progressive
PGR
$122B
$3.46M 0.87%
14,014
-203
UBER icon
46
Uber
UBER
$200B
$3.41M 0.85%
34,837
+452
TT icon
47
Trane Technologies
TT
$95.1B
$3.36M 0.84%
7,966
-71
HLI icon
48
Houlihan Lokey
HLI
$13.9B
$3.35M 0.84%
16,333
-191
EWH icon
49
iShares MSCI Hong Kong ETF
EWH
$737M
$3.35M 0.84%
+155,297
TPR icon
50
Tapestry
TPR
$23.4B
$3.31M 0.83%
29,226
+26,468
1
2
3 4 5