MCM
Monument Capital Management Portfolio holdings
AUM
$384M
1-Year Return
28.84%
This Quarter Return
+5.39%
1 Year Return
+28.84%
3 Year Return
+108.4%
5 Year Return
+182.4%
10 Year Return
–
AUM
$142M
AUM Growth
–
Cap. Flow
+$142M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
32.97%
Holding
129
New
129
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 14.3% |
| 2 | Financials | 13.28% |
| 3 | Technology | 11.22% |
| 4 | Healthcare | 7.26% |
| 5 | Consumer Staples | 5.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Synopsys
SNPS
$111B
| $2.04M | 1.44% |
+23,904
| New | +$2.04M |
|
27
Boeing
BA
$175B
| $2.01M | 1.42% |
+6,816
| New | +$2.01M |
|
28
Home Depot
HD
$410B
| $2.01M | 1.42% |
+10,606
| New | +$2.01M |
|
29
Globe Life
GL
$11.4B
| $2M | 1.41% |
+22,081
| New | +$2M |
|
30
General Dynamics
GD
$86.9B
| $1.99M | 1.41% |
+9,795
| New | +$1.99M |
|
31
Paychex
PAYX
$49.3B
| $1.99M | 1.4% |
+29,159
| New | +$1.99M |
|
32
Xylem
XYL
$34.3B
| $1.98M | 1.4% |
+29,092
| New | +$1.98M |
|
33
Thermo Fisher Scientific
TMO
$183B
| $1.96M | 1.38% |
+10,343
| New | +$1.96M |
|
34
Service Corp International
SCI
$11B
| $1.94M | 1.37% |
+51,878
| New | +$1.94M |
|
35
Visa
V
$682B
| $1.92M | 1.35% |
+16,848
| New | +$1.92M |
|
36
Coca-Cola
KO
$295B
| $1.86M | 1.31% |
+40,611
| New | +$1.86M |
|
37
Comcast
CMCSA
$126B
| $1.84M | 1.3% |
+45,888
| New | +$1.84M |
|
38
British American Tobacco
BTI
$121B
| $1.83M | 1.29% |
+27,262
| New | +$1.83M |
|
39
Kimberly-Clark
KMB
$42.7B
| $1.82M | 1.28% |
+15,071
| New | +$1.82M |
|
40
Labcorp
LH
$22.8B
| $1.8M | 1.27% |
+13,100
| New | +$1.8M |
|
41
AT&T
T
$212B
| $1.79M | 1.26% |
+61,032
| New | +$1.79M |
|
42
IBM
IBM
$231B
| $1.72M | 1.22% |
+11,757
| New | +$1.72M |
|
43
Southern Company
SO
$101B
| $1.71M | 1.21% |
+35,646
| New | +$1.71M |
|
44
Travelers Companies
TRV
$62.8B
| $1.71M | 1.21% |
+12,642
| New | +$1.71M |
|
45
Ecolab
ECL
$77.9B
| $1.71M | 1.21% |
+12,734
| New | +$1.71M |
|
46
Eaton
ETN
$135B
| $1.7M | 1.2% |
+21,474
| New | +$1.7M |
|
47
Merck
MRK
$208B
| $1.66M | 1.17% |
+30,933
| New | +$1.66M |
|
48
General Mills
GIS
$26.6B
| $1.66M | 1.17% |
+27,965
| New | +$1.66M |
|
49
Chubb
CB
$112B
| $1.64M | 1.15% |
+11,195
| New | +$1.64M |
|
50
Allete
ALE
$3.68B
| $1.62M | 1.14% |
+21,759
| New | +$1.62M |
|