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
$289M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$4.59M
3
+$2.66M
4
DOV icon
Dover
DOV
+$2.64M
5
BBWI icon
Bath & Body Works
BBWI
+$2.36M

Top Sells

1
+$4.93M
2
+$3.47M
3
+$3.37M
4
SNPS icon
Synopsys
SNPS
+$3.35M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.56M

Sector Composition

1 Industrials 14.93%
2 Consumer Discretionary 11.8%
3 Financials 6.59%
4 Consumer Staples 5.76%
5 Technology 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.88M 1%
34,570
+2,962
27
$2.87M 0.99%
6,554
+706
28
$2.81M 0.97%
22,167
-1,189
29
$2.8M 0.97%
54,014
+3,606
30
$2.72M 0.94%
16,403
+1,710
31
$2.7M 0.93%
13,170
+890
32
$2.7M 0.93%
71,575
-1,287
33
$2.66M 0.92%
27,641
+2,741
34
$2.66M 0.92%
39,204
-647
35
$2.66M 0.92%
+21,002
36
$2.64M 0.92%
+17,552
37
$2.63M 0.91%
19,692
+2,715
38
$2.6M 0.9%
48,556
-1,693
39
$2.6M 0.9%
45,493
+3,376
40
$2.57M 0.89%
36,626
+536
41
$2.57M 0.89%
31,565
+3,378
42
$2.56M 0.89%
88,310
-1,460
43
$2.48M 0.86%
12,532
-388
44
$2.44M 0.85%
40,558
-1,303
45
$2.41M 0.84%
17,874
+3,218
46
$2.39M 0.83%
44,058
-614
47
$2.36M 0.82%
+40,480
48
$2.36M 0.82%
+20,217
49
$2.35M 0.82%
50,094
+525
50
$2.32M 0.8%
+59,181
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