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
$146M
AUM Growth
+$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.97M
3
+$1.94M
4
PG icon
Procter & Gamble
PG
+$1.26M
5
SIGA icon
SIGA Technologies
SIGA
+$484K

Top Sells

1
+$2.84M
2
+$1.48M
3
+$1.47M
4
LYB icon
LyondellBasell Industries
LYB
+$384K
5
UNH icon
UnitedHealth
UNH
+$335K

Sector Composition

1 Industrials 15.67%
2 Financials 14.2%
3 Technology 9.39%
4 Healthcare 7.59%
5 Consumer Staples 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.54M 1.06%
35,006
+7,041
52
$1.32M 0.9%
36,002
+13
53
$1.27M 0.87%
79,881
+1,063
54
$1.26M 0.86%
95,154
+2,727
55
$1.24M 0.85%
94,936
+2,246
56
$1.18M 0.8%
65,952
+961
57
$1.17M 0.8%
83,197
+2,583
58
$1.12M 0.77%
59,078
+2,127
59
$484K 0.33%
+79,500
60
$441K 0.3%
119,050
61
$395K 0.27%
9,492
+712
62
$293K 0.2%
1
63
$221K 0.15%
7,541
+8
64
$203K 0.14%
9,630
+501
65
$202K 0.14%
9,661
+948
66
$180K 0.12%
8,598
+984
67
$169K 0.12%
6,996
+875
68
$167K 0.11%
2,285
+1,601
69
$166K 0.11%
6,632
+404
70
$162K 0.11%
6,695
+842
71
$136K 0.09%
6,546
-494
72
$135K 0.09%
5,529
-407
73
$133K 0.09%
+6,430
74
$124K 0.08%
+1,820
75
$113K 0.08%
+4,625
1 2
3
4 5