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
$196M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$410K
2
+$355K
3
+$261K
4
XOM icon
Exxon Mobil
XOM
+$242K
5
META icon
Meta Platforms (Facebook)
META
+$237K

Top Sells

1
+$514K
2
+$481K
3
+$270K
4
EW icon
Edwards Lifesciences
EW
+$166K
5
AMT icon
American Tower
AMT
+$145K

Sector Composition

1 Financials 11.45%
2 Technology 10.21%
3 Industrials 8.36%
4 Healthcare 7.87%
5 Consumer Staples 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.97M 1.01%
28,269
+3,465
52
$1.97M 1%
55,101
+1,017
53
$1.92M 0.98%
15,336
+43
54
$1.84M 0.94%
61,314
-9,011
55
$1.44M 0.73%
26,853
+2,811
56
$1.44M 0.73%
28,134
+2,988
57
$1.43M 0.73%
16,886
+1,860
58
$1.43M 0.73%
33,125
+181
59
$1.42M 0.73%
28,213
+3,175
60
$1.42M 0.73%
12,879
+1,434
61
$1.42M 0.72%
23,319
+2,540
62
$1.42M 0.72%
76,029
+485
63
$1.41M 0.72%
65,555
+478
64
$1.41M 0.72%
8,244
+1,532
65
$1.31M 0.67%
9,215
+228
66
$1.3M 0.66%
94,303
+1,691
67
$1.28M 0.65%
15,877
+186
68
$1.25M 0.64%
6,649
69
$1.25M 0.64%
58,513
-2,410
70
$1.22M 0.62%
87,145
+1,128
71
$1.14M 0.58%
3,848
+20
72
$1.05M 0.54%
14,356
-620
73
$930K 0.47%
29,184
+163
74
$886K 0.45%
17,586
+138
75
$679K 0.35%
2
1 2
3
4