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
$146M
AUM Growth
+$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.97M
3
+$1.94M
4
PG icon
Procter & Gamble
PG
+$1.26M
5
SIGA icon
SIGA Technologies
SIGA
+$484K

Top Sells

1
+$2.84M
2
+$1.48M
3
+$1.47M
4
LYB icon
LyondellBasell Industries
LYB
+$384K
5
UNH icon
UnitedHealth
UNH
+$335K

Sector Composition

1 Industrials 15.67%
2 Financials 14.2%
3 Technology 9.39%
4 Healthcare 7.59%
5 Consumer Staples 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13M 1.46%
64,027
+3,184
27
$2.11M 1.44%
11,869
+573
28
$2.08M 1.42%
17,601
+753
29
$2.03M 1.39%
25,184
+1,280
30
$2.03M 1.39%
55,242
+3,364
31
$2.02M 1.38%
26,206
+2,089
32
$2.01M 1.38%
25,892
+4,418
33
$1.99M 1.36%
+12,609
34
$1.98M 1.35%
13,774
+2,017
35
$1.97M 1.35%
+17,895
36
$1.96M 1.34%
45,898
+5,287
37
$1.95M 1.33%
23,703
+1,622
38
$1.94M 1.33%
14,096
+996
39
$1.94M 1.32%
+8,125
40
$1.94M 1.32%
11,202
+596
41
$1.93M 1.32%
32,068
+2,909
42
$1.93M 1.32%
43,605
+7,959
43
$1.92M 1.31%
72,276
+11,244
44
$1.88M 1.29%
14,047
+1,313
45
$1.88M 1.28%
36,922
+5,989
46
$1.85M 1.27%
17,325
+2,254
47
$1.85M 1.27%
13,754
+1,112
48
$1.75M 1.2%
30,766
+3,504
49
$1.71M 1.17%
22,099
+16,255
50
$1.66M 1.13%
12,437
+1,242
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