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
$160M
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$2.04M
3
+$2.01M
4
AMT icon
American Tower
AMT
+$2M
5
DAR icon
Darling Ingredients
DAR
+$1.93M

Top Sells

1
+$2.76M
2
+$2.43M
3
+$2.42M
4
RTN
Raytheon Company
RTN
+$2.38M
5
GD icon
General Dynamics
GD
+$2.16M

Sector Composition

1 Healthcare 12.26%
2 Financials 11.43%
3 Technology 8.76%
4 Industrials 6.31%
5 Consumer Staples 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.74M 1.09%
25,506
+1,517
52
$1.68M 1.05%
98,458
+9,251
53
$1.52M 0.95%
+8,281
54
$1.41M 0.88%
15,339
+12
55
$1.32M 0.82%
27,953
+24,453
56
$1.18M 0.74%
75,930
+3,458
57
$1.18M 0.73%
64,961
+3,779
58
$1.16M 0.72%
92,171
+4,859
59
$1.16M 0.72%
34,265
+1,730
60
$1.09M 0.68%
+16,969
61
$1.08M 0.68%
93,796
+6,441
62
$1.07M 0.67%
58,420
+3,874
63
$1.07M 0.67%
+81,910
64
$990K 0.62%
33,475
-18,480
65
$918K 0.57%
3
+1
66
$747K 0.47%
94,500
67
$618K 0.39%
10,279
+4,601
68
$618K 0.39%
7,396
+3,321
69
$616K 0.38%
12,436
+5,607
70
$615K 0.38%
11,907
+5,372
71
$614K 0.38%
5,563
+2,497
72
$614K 0.38%
12,246
+5,507
73
$549K 0.34%
6,990
+2,056
74
$548K 0.34%
129,000
75
$533K 0.33%
+3,630
1 2
3
4 5