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
$289M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$4.59M
3
+$2.66M
4
DOV icon
Dover
DOV
+$2.64M
5
BBWI icon
Bath & Body Works
BBWI
+$2.36M

Top Sells

1
+$4.93M
2
+$3.47M
3
+$3.37M
4
SNPS icon
Synopsys
SNPS
+$3.35M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.56M

Sector Composition

1 Industrials 14.93%
2 Consumer Discretionary 11.8%
3 Financials 6.59%
4 Consumer Staples 5.76%
5 Technology 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.31M 0.8%
+41,547
52
$2.29M 0.79%
+22,958
53
$2.27M 0.79%
13,901
+332
54
$2.22M 0.77%
40,732
-1,784
55
$2.22M 0.77%
10,243
-194
56
$2.18M 0.75%
+6,341
57
$2.15M 0.75%
+15,298
58
$2.06M 0.71%
+17,942
59
$1.99M 0.69%
14,952
-176
60
$1.99M 0.69%
61,755
-1,040
61
$1.9M 0.66%
23,752
-362
62
$1.83M 0.63%
8,231
+922
63
$1.83M 0.63%
31,423
+6,494
64
$1.81M 0.63%
9,268
+1,494
65
$1.8M 0.62%
105,127
-29,922
66
$1.6M 0.55%
9,320
+1,580
67
$1.49M 0.52%
32,414
-17,104
68
$1.25M 0.43%
+11,156
69
$1.25M 0.43%
29,655
+4,760
70
$1.25M 0.43%
+11,417
71
$1.13M 0.39%
17,452
+3,672
72
$1.11M 0.38%
9,824
+2,583
73
$942K 0.33%
+7,009
74
$917K 0.32%
23,320
-20,204
75
$903K 0.31%
10,724
+1,723
1 2
3
4 5