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
$400M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.48M
3
+$3.35M
4
TPR icon
Tapestry
TPR
+$3M
5
JBL icon
Jabil
JBL
+$2.98M

Top Sells

1
+$3.68M
2
+$3.67M
3
+$3.65M
4
EWQ icon
iShares MSCI France ETF
EWQ
+$3.45M
5
RS icon
Reliance Steel & Aluminium
RS
+$2.97M

Sector Composition

1 Technology 14.57%
2 Financials 11.35%
3 Industrials 11.08%
4 Consumer Discretionary 10.1%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PEGA icon
51
Pegasystems
PEGA
$10.8B
$3.26M 0.81%
56,612
-266
HIG icon
52
Hartford Financial Services
HIG
$34.2B
$3.24M 0.81%
24,314
+85
NRG icon
53
NRG Energy
NRG
$34.5B
$3.16M 0.79%
19,529
-101
CAH icon
54
Cardinal Health
CAH
$39.1B
$3.1M 0.77%
19,730
-63
ALL icon
55
Allstate
ALL
$50.1B
$3.01M 0.75%
14,037
-8
AVGO icon
56
Broadcom
AVGO
$1.82T
$2.99M 0.75%
9,054
-1,502
JBL icon
57
Jabil
JBL
$23.8B
$2.98M 0.75%
+13,738
BLD icon
58
TopBuild
BLD
$12.2B
$2.98M 0.74%
+7,621
RDN icon
59
Radian Group
RDN
$4.48B
$2.97M 0.74%
81,869
-590
PG icon
60
Procter & Gamble
PG
$348B
$2.92M 0.73%
19,009
-1,215
CCEP icon
61
Coca-Cola Europacific Partners
CCEP
$40B
$2.74M 0.69%
30,304
-95
SYF icon
62
Synchrony
SYF
$26.4B
$2.73M 0.68%
+38,489
CALM icon
63
Cal-Maine
CALM
$4.23B
$2.62M 0.65%
27,814
-636
VTI icon
64
Vanguard Total Stock Market ETF
VTI
$560B
$2.6M 0.65%
7,922
+1
DRI icon
65
Darden Restaurants
DRI
$21.2B
$2.57M 0.64%
13,477
+197
NEU icon
66
NewMarket
NEU
$6.98B
$2.55M 0.64%
+3,077
EVR icon
67
Evercore
EVR
$11.3B
$2.34M 0.59%
+6,938
GOOGL icon
68
Alphabet (Google) Class A
GOOGL
$3.32T
$2.34M 0.58%
9,617
+956
PWR icon
69
Quanta Services
PWR
$66.9B
$2.33M 0.58%
5,633
-418
JNJ icon
70
Johnson & Johnson
JNJ
$450B
$2.33M 0.58%
12,566
+6,554
AMZN icon
71
Amazon
AMZN
$2.46T
$2.26M 0.56%
10,279
+1
META icon
72
Meta Platforms (Facebook)
META
$1.89T
$2.14M 0.54%
2,916
+279
V icon
73
Visa
V
$662B
$2.14M 0.53%
6,263
-398
HALO icon
74
Halozyme
HALO
$7.63B
$2.01M 0.5%
+27,468
RSP icon
75
Invesco S&P 500 Equal Weight ETF
RSP
$74.1B
$1.98M 0.5%
10,440
-1,806
1 2
3
4 5