MCM
Monument Capital Management Portfolio holdings
AUM
$400M
1-Year Est. Return
28.28%
1 Year Est. Return
+28.28%
AUM
$384M
AUM Growth
+$58.6M
(+18%)
Holding
237
Top Buys
| 1 | +$4.95M | |
| 2 | +$4.79M | |
| 3 | +$4.52M | |
| 4 |
Amphenol
APH
|
+$3.76M |
| 5 |
Comfort Systems
FIX
|
+$3.63M |
Top Sells
| 1 | +$5.89M | |
| 2 | +$4.16M | |
| 3 | +$3.9M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$3.42M |
| 5 |
Murphy USA
MUSA
|
+$3.41M |
Sector Composition
| 1 | Technology | 14.93% |
| 2 | Financials | 11.05% |
| 3 | Industrials | 10.66% |
| 4 | Consumer Discretionary | 9.88% |
| 5 | Consumer Staples | 7.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Casey's General Stores
CASY
$20B
| $4.14M | 1.08% |
8,107
+238
|
|
||
27
Ralph Lauren
RL
$22.5B
| $4.14M | 1.08% |
15,081
-41
|
|
||
28
Vanguard FTSE Developed Markets ETF
VEA
$189B
| $4.01M | 1.04% |
70,252
-3,744
|
|
||
29
MGIC Investment
MTG
$6.49B
| $3.97M | 1.03% |
142,682
-398
|
|
||
30
JPMorgan Chase
JPM
$867B
| $3.93M | 1.02% |
13,541
-431
|
|
||
31
iShares MSCI Spain ETF
EWP
$1.67B
| $3.83M | 1% |
86,998
+329
|
|
||
32
Badger Meter
BMI
$5.45B
| $3.82M | 0.99% |
15,588
+60
|
|
||
33
Exelixis
EXEL
$11B
| $3.81M | 0.99% |
86,522
+3,989
|
|
||
34
Progressive
PGR
$138B
| $3.79M | 0.99% |
14,217
+130
|
|
||
35
iShares MSCI Austria ETF
EWO
$109M
| $3.76M | 0.98% |
128,016
+838
|
|
||
|
36
Amphenol
APH
$158B
| $3.76M | 0.98% |
+38,108
|
|
||
37
iShares MSCI Italy ETF
EWI
$688M
| $3.71M | 0.97% |
77,139
+573
|
|
||
38
iShares MSCI Germany ETF
EWG
$1.81B
| $3.68M | 0.96% |
86,901
+626
|
|
||
39
Core & Main
CNM
$10.6B
| $3.67M | 0.96% |
60,846
+2,900
|
|
||
40
GoDaddy
GDDY
$16.9B
| $3.65M | 0.95% |
20,294
+914
|
|
||
41
Grand Canyon Education
LOPE
$4.39B
| $3.65M | 0.95% |
19,321
+594
|
|
||
42
AT&T
T
$174B
| $3.64M | 0.95% |
125,624
+90,708
|
|
||
|
43
Comfort Systems
FIX
$34.1B
| $3.63M | 0.95% |
+6,767
|
|
||
44
Trane Technologies
TT
$86.7B
| $3.52M | 0.92% |
8,037
+557
|
|
||
45
Ubiquiti
UI
$34B
| $3.45M | 0.9% |
8,387
+7,150
|
|
||
46
iShares MSCI France ETF
EWQ
$395M
| $3.45M | 0.9% |
+80,508
|
|
||
47
Cardinal Health
CAH
$47.1B
| $3.33M | 0.87% |
19,793
+15,452
|
|
||
48
Procter & Gamble
PG
$334B
| $3.22M | 0.84% |
20,224
-435
|
|
||
49
Uber
UBER
$177B
| $3.21M | 0.84% |
+34,385
|
|
||
50
NVIDIA
NVDA
$4.25T
| $3.18M | 0.83% |
20,123
-189
|
|