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
26
$2.23M 1.39%
+43,674
27
$2.21M 1.38%
26,238
+957
28
$2.2M 1.37%
95,771
+7,160
29
$2.19M 1.37%
49,794
+1,563
30
$2.17M 1.36%
14,743
+348
31
$2.09M 1.31%
18,093
+17,380
32
$2.09M 1.31%
12,179
+940
33
$2.04M 1.27%
+22,313
34
$2.03M 1.27%
29,604
+1,963
35
$2.02M 1.26%
24,272
+1,718
36
$2.01M 1.25%
93,188
+7,500
37
$2M 1.25%
+12,668
38
$1.93M 1.2%
+100,065
39
$1.89M 1.18%
+7,181
40
$1.88M 1.18%
25,267
+817
41
$1.87M 1.17%
60,198
+59,346
42
$1.86M 1.16%
132,370
-2,460
43
$1.85M 1.15%
21,362
+66
44
$1.82M 1.14%
20,159
+1,117
45
$1.82M 1.13%
17,884
46
$1.81M 1.13%
+6,313
47
$1.78M 1.11%
+35,861
48
$1.77M 1.1%
21,672
+1,321
49
$1.76M 1.1%
13,824
+13,728
50
$1.75M 1.1%
+20,287
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