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
$363M
AUM Growth
+$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$4.64M
3
+$4.55M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$4.54M
5
LII icon
Lennox International
LII
+$3.05M

Top Sells

1
+$6.09M
2
+$5.04M
3
+$4.78M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$4.75M
5
WSM icon
Williams-Sonoma
WSM
+$4.27M

Sector Composition

1 Industrials 14.34%
2 Technology 12.85%
3 Financials 12.4%
4 Consumer Discretionary 11.4%
5 Consumer Staples 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.87M 1.07%
19,584
+639
27
$3.59M 0.99%
8,578
-14
28
$3.53M 0.97%
21,035
+370
29
$3.5M 0.96%
15,139
+96
30
$3.4M 0.94%
14,168
+108
31
$3.35M 0.93%
141,489
+86
32
$3.34M 0.92%
32,072
+467
33
$3.3M 0.91%
13,762
+44
34
$3.28M 0.9%
4,650
+78
35
$3.27M 0.9%
15,402
-74
36
$3.22M 0.89%
37,701
+34,375
37
$3.19M 0.88%
8,047
-73
38
$3.14M 0.86%
13,623
+212
39
$3.07M 0.85%
18,747
+468
40
$3.05M 0.84%
+5,005
41
$2.98M 0.82%
12,083
+141
42
$2.93M 0.81%
16,861
+577
43
$2.87M 0.79%
44,230
+1,323
44
$2.86M 0.79%
13,383
+186
45
$2.84M 0.78%
53,715
+1,075
46
$2.83M 0.78%
21,078
+2,659
47
$2.81M 0.77%
+54,563
48
$2.76M 0.76%
30,588
+2,475
49
$2.75M 0.76%
14,284
+1,045
50
$2.65M 0.73%
9,829
+198
1
2
3 4 5