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
$384M
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.79M
3
+$4.52M
4
APH icon
Amphenol
APH
+$3.76M
5
FIX icon
Comfort Systems
FIX
+$3.63M

Top Sells

1
+$5.89M
2
+$4.16M
3
+$3.9M
4
META icon
Meta Platforms (Facebook)
META
+$3.42M
5
MUSA icon
Murphy USA
MUSA
+$3.41M

Sector Composition

1 Technology 14.93%
2 Financials 11.05%
3 Industrials 10.66%
4 Consumer Discretionary 9.88%
5 Consumer Staples 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NRG icon
51
NRG Energy
NRG
$30.9B
$3.15M 0.82%
+19,630
EBAY icon
52
eBay
EBAY
$38.6B
$3.09M 0.8%
41,436
-2,334
PEGA icon
53
Pegasystems
PEGA
$10.1B
$3.08M 0.8%
+56,878
HIG icon
54
Hartford Financial Services
HIG
$37.7B
$3.07M 0.8%
24,229
+1,028
HLI icon
55
Houlihan Lokey
HLI
$12.6B
$2.97M 0.77%
16,524
-850
RDN icon
56
Radian Group
RDN
$4.86B
$2.97M 0.77%
82,459
-1,351
RS icon
57
Reliance Steel & Aluminium
RS
$15.2B
$2.97M 0.77%
9,448
-663
AWI icon
58
Armstrong World Industries
AWI
$8.04B
$2.91M 0.76%
+17,944
PPC icon
59
Pilgrim's Pride
PPC
$9.49B
$2.91M 0.76%
64,773
+6,953
AVGO icon
60
Broadcom
AVGO
$1.7T
$2.91M 0.76%
10,556
-7,621
KR icon
61
Kroger
KR
$40.6B
$2.9M 0.76%
+40,447
DRI icon
62
Darden Restaurants
DRI
$21.2B
$2.89M 0.75%
+13,280
RGA icon
63
Reinsurance Group of America
RGA
$13.4B
$2.84M 0.74%
14,317
+510
CALM icon
64
Cal-Maine
CALM
$4.21B
$2.83M 0.74%
28,450
+25,092
ALL icon
65
Allstate
ALL
$54.2B
$2.83M 0.74%
14,045
-924
CCEP icon
66
Coca-Cola Europacific Partners
CCEP
$40.8B
$2.82M 0.73%
30,399
-1,723
TXRH icon
67
Texas Roadhouse
TXRH
$11.1B
$2.66M 0.69%
14,198
-1,905
VTI icon
68
Vanguard Total Stock Market ETF
VTI
$567B
$2.41M 0.63%
7,921
V icon
69
Visa
V
$671B
$2.37M 0.62%
6,661
+211
PWR icon
70
Quanta Services
PWR
$65.3B
$2.29M 0.6%
6,051
-111
PM icon
71
Philip Morris
PM
$239B
$2.28M 0.59%
12,522
+5,087
AMZN icon
72
Amazon
AMZN
$2.42T
$2.25M 0.59%
10,278
+181
RSP icon
73
Invesco S&P 500 Equal Weight ETF
RSP
$75.6B
$2.23M 0.58%
12,246
-733
LLY icon
74
Eli Lilly
LLY
$920B
$2.02M 0.53%
2,590
-107
META icon
75
Meta Platforms (Facebook)
META
$1.62T
$1.95M 0.51%
2,637
-4,638
1 2
3
4 5