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
$308M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$9.78M
2
+$8.86M
3
+$8.42M
4
CVX icon
Chevron
CVX
+$3.34M
5
STLD icon
Steel Dynamics
STLD
+$2.44M

Top Sells

1
+$6.11M
2
+$4.9M
3
+$3.54M
4
ETN icon
Eaton
ETN
+$2.99M
5
TMO icon
Thermo Fisher Scientific
TMO
+$2.71M

Sector Composition

1 Industrials 12.1%
2 Consumer Discretionary 8.45%
3 Financials 6.67%
4 Technology 5.71%
5 Consumer Staples 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.01M 0.65%
59,285
-3,305
52
$1.91M 0.62%
41,458
-2,167
53
$1.77M 0.57%
10,927
+73
54
$1.76M 0.57%
21,792
+6,663
55
$1.74M 0.56%
7,649
56
$1.7M 0.55%
18,711
+7,172
57
$1.7M 0.55%
9,210
-5
58
$1.69M 0.55%
23,310
+6,680
59
$1.61M 0.52%
29,080
-16
60
$1.59M 0.52%
14,275
+3,918
61
$1.58M 0.51%
37,796
+140
62
$1.51M 0.49%
31,670
+819
63
$1.26M 0.41%
7,740
-380
64
$1.14M 0.37%
+14,394
65
$1.12M 0.36%
16,164
+14
66
$1.07M 0.35%
+14,022
67
$1.06M 0.34%
2
68
$1.01M 0.33%
56,414
-43,561
69
$1M 0.32%
2,787
+363
70
$982K 0.32%
15,191
-14,627
71
$939K 0.3%
34,420
+14,030
72
$923K 0.3%
3,223
+1,000
73
$906K 0.29%
21,971
-3,989
74
$893K 0.29%
42,628
-937
75
$882K 0.29%
14,233
+1,855
1 2
3
4 5