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
$308M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$9.78M
2
+$8.86M
3
+$8.42M
4
CVX icon
Chevron
CVX
+$3.34M
5
STLD icon
Steel Dynamics
STLD
+$2.44M

Top Sells

1
+$6.11M
2
+$4.9M
3
+$3.54M
4
ETN icon
Eaton
ETN
+$2.99M
5
TMO icon
Thermo Fisher Scientific
TMO
+$2.71M

Sector Composition

1 Industrials 12.1%
2 Consumer Discretionary 8.45%
3 Financials 6.67%
4 Technology 5.71%
5 Consumer Staples 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.64M 0.86%
41,387
+132
27
$2.6M 0.84%
16,537
+517
28
$2.58M 0.84%
13,102
-113
29
$2.56M 0.83%
51,663
+4,695
30
$2.49M 0.81%
19,764
+75
31
$2.46M 0.8%
38,495
+10
32
$2.44M 0.79%
+29,218
33
$2.43M 0.79%
24,755
-215
34
$2.41M 0.78%
83,430
-3,750
35
$2.39M 0.78%
17,606
+4,290
36
$2.39M 0.77%
42,074
+1,235
37
$2.33M 0.75%
15,394
+589
38
$2.27M 0.74%
37,723
+522
39
$2.27M 0.74%
36,520
-363
40
$2.26M 0.73%
+18,943
41
$2.25M 0.73%
29,606
+395
42
$2.21M 0.72%
65,708
-4,633
43
$2.2M 0.71%
+24,395
44
$2.14M 0.69%
17,193
+6,351
45
$2.11M 0.69%
9,492
-67
46
$2.07M 0.67%
20,084
+90
47
$2.03M 0.66%
11,210
-110
48
$2.02M 0.65%
19,153
+5,287
49
$2.02M 0.65%
57,906
+22,702
50
$2.01M 0.65%
+31,114
1
2
3 4 5