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
$196M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$410K
2
+$355K
3
+$261K
4
XOM icon
Exxon Mobil
XOM
+$242K
5
META icon
Meta Platforms (Facebook)
META
+$237K

Top Sells

1
+$514K
2
+$481K
3
+$270K
4
EW icon
Edwards Lifesciences
EW
+$166K
5
AMT icon
American Tower
AMT
+$145K

Sector Composition

1 Financials 11.45%
2 Technology 10.21%
3 Industrials 8.36%
4 Healthcare 7.87%
5 Consumer Staples 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.62M 1.33%
48,639
+1,170
27
$2.59M 1.32%
28,610
+362
28
$2.58M 1.32%
96,514
-2,603
29
$2.56M 1.3%
90,984
+928
30
$2.55M 1.3%
68,672
+2,320
31
$2.55M 1.3%
128,820
+340
32
$2.53M 1.29%
85,779
+799
33
$2.49M 1.27%
12,911
+107
34
$2.44M 1.25%
10,629
-632
35
$2.42M 1.24%
20,690
+301
36
$2.42M 1.23%
7,420
+137
37
$2.39M 1.22%
22,705
-234
38
$2.38M 1.21%
16,301
+280
39
$2.35M 1.2%
24,850
+2,070
40
$2.34M 1.2%
24,762
-177
41
$2.33M 1.19%
10,680
+97
42
$2.33M 1.19%
50,578
+780
43
$2.3M 1.17%
20,708
-178
44
$2.2M 1.12%
34,979
+465
45
$2.17M 1.11%
16,535
+75
46
$2.14M 1.09%
54,081
-2,925
47
$2.11M 1.07%
72,160
+970
48
$2.05M 1.05%
21,907
+2,283
49
$2.01M 1.03%
18,363
+360
50
$2M 1.02%
8,292
+66
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