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
$362M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$5.04M
3
+$4.75M
4
FIX icon
Comfort Systems
FIX
+$3.78M
5
GDDY icon
GoDaddy
GDDY
+$2.97M

Top Sells

1
+$5.78M
2
+$5.32M
3
+$5.01M
4
SMCI icon
Super Micro Computer
SMCI
+$3.8M
5
PSX icon
Phillips 66
PSX
+$2.76M

Sector Composition

1 Industrials 13.58%
2 Consumer Discretionary 12.33%
3 Technology 11.96%
4 Financials 10.93%
5 Consumer Staples 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.54M 0.7%
6,530
+5,746
52
$2.51M 0.69%
+13,239
53
$2.51M 0.69%
2,829
-13
54
$2.5M 0.69%
+21,278
55
$2.46M 0.68%
+53,331
56
$2.37M 0.65%
13,213
-677
57
$2.3M 0.64%
18,662
+548
58
$2.29M 0.63%
28,348
+793
59
$2.24M 0.62%
7,904
+300
60
$2.24M 0.62%
18,419
-34
61
$2.2M 0.61%
+4,897
62
$2.14M 0.59%
+42,907
63
$2.06M 0.57%
5,094
-65
64
$2.03M 0.56%
17,291
+1,516
65
$1.84M 0.51%
6,184
66
$1.69M 0.47%
6,153
67
$1.56M 0.43%
41,445
-141,221
68
$1.35M 0.37%
22,606
-2,033
69
$1.35M 0.37%
2,301
+438
70
$1.33M 0.37%
7,140
-4
71
$1.29M 0.36%
6,556
-1
72
$1.22M 0.34%
17,039
-194
73
$1.14M 0.32%
6,715
-10
74
$1.13M 0.31%
5,448
+52
75
$1.08M 0.3%
18,212
-1,624
1 2
3
4 5