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
$362M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$5.04M
3
+$4.75M
4
FIX icon
Comfort Systems
FIX
+$3.78M
5
GDDY icon
GoDaddy
GDDY
+$2.97M

Top Sells

1
+$5.78M
2
+$5.32M
3
+$5.01M
4
SMCI icon
Super Micro Computer
SMCI
+$3.8M
5
PSX icon
Phillips 66
PSX
+$2.76M

Sector Composition

1 Industrials 13.58%
2 Consumer Discretionary 12.33%
3 Technology 11.96%
4 Financials 10.93%
5 Consumer Staples 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.7M 1.02%
4,572
-4
27
$3.68M 1.02%
8,592
+130
28
$3.63M 1%
19,006
+154
29
$3.62M 1%
141,403
-2
30
$3.58M 0.99%
20,665
-1,420
31
$3.56M 0.98%
844
+15
32
$3.48M 0.96%
13,718
+249
33
$3.44M 0.95%
11,942
+202
34
$3.38M 0.93%
15,476
+28
35
$3.35M 0.93%
52,640
+501
36
$3.24M 0.9%
13,411
+100
37
$3.13M 0.87%
28,033
+565
38
$3.12M 0.86%
31,605
-712
39
$3.05M 0.84%
8,120
+44
40
$3.03M 0.84%
19,001
+185
41
$2.97M 0.82%
+18,945
42
$2.96M 0.82%
14,060
-272
43
$2.92M 0.81%
15,043
+383
44
$2.88M 0.8%
13,197
+188
45
$2.84M 0.79%
6,989
+181
46
$2.79M 0.77%
9,631
+225
47
$2.61M 0.72%
+75,306
48
$2.59M 0.72%
18,279
+454
49
$2.57M 0.71%
+16,284
50
$2.56M 0.71%
28,113
+1,158
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2
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