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
$400M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.48M
3
+$3.35M
4
TPR icon
Tapestry
TPR
+$3M
5
JBL icon
Jabil
JBL
+$2.98M

Top Sells

1
+$3.68M
2
+$3.67M
3
+$3.65M
4
EWQ icon
iShares MSCI France ETF
EWQ
+$3.45M
5
RS icon
Reliance Steel & Aluminium
RS
+$2.97M

Sector Composition

1 Technology 14.57%
2 Financials 11.35%
3 Industrials 11.08%
4 Consumer Discretionary 10.1%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PM icon
76
Philip Morris
PM
$228B
$1.93M 0.48%
11,918
-604
EZA icon
77
iShares MSCI South Africa ETF
EZA
$479M
$1.89M 0.47%
29,491
-2,179
LLY icon
78
Eli Lilly
LLY
$729B
$1.84M 0.46%
2,416
-174
HD icon
79
Home Depot
HD
$376B
$1.74M 0.44%
4,300
-299
MCHI icon
80
iShares MSCI China ETF
MCHI
$8.45B
$1.74M 0.43%
+26,404
ORCL icon
81
Oracle
ORCL
$785B
$1.7M 0.43%
6,057
-100
EPOL icon
82
iShares MSCI Poland ETF
EPOL
$466M
$1.66M 0.41%
51,539
-3,853
XOM icon
83
Exxon Mobil
XOM
$496B
$1.62M 0.41%
14,408
-1,879
BRK.A icon
84
Berkshire Hathaway Class A
BRK.A
$1.03T
$1.51M 0.38%
2
RSPT icon
85
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.46B
$1.47M 0.37%
32,970
-3,163
KO icon
86
Coca-Cola
KO
$294B
$1.46M 0.36%
21,997
-1,342
ABBV icon
87
AbbVie
ABBV
$398B
$1.44M 0.36%
6,211
-310
MO icon
88
Altria Group
MO
$104B
$1.27M 0.32%
19,236
+6,703
WM icon
89
Waste Management
WM
$79.6B
$1.14M 0.28%
5,159
-434
MA icon
90
Mastercard
MA
$501B
$1.11M 0.28%
1,952
-160
GILD icon
91
Gilead Sciences
GILD
$147B
$1.09M 0.27%
9,814
+572
CSCO icon
92
Cisco
CSCO
$282B
$1.08M 0.27%
15,831
-637
TJX icon
93
TJX Companies
TJX
$158B
$1.06M 0.27%
7,351
-1,160
SCI icon
94
Service Corp International
SCI
$11.2B
$1.06M 0.26%
12,694
-367
CVX icon
95
Chevron
CVX
$312B
$1.03M 0.26%
6,631
+1,889
ORLY icon
96
O'Reilly Automotive
ORLY
$80B
$1.03M 0.26%
9,549
+278
TFC icon
97
Truist Financial
TFC
$56.2B
$1.02M 0.25%
22,280
ED icon
98
Consolidated Edison
ED
$35B
$997K 0.25%
9,921
+4,172
MRK icon
99
Merck
MRK
$216B
$997K 0.25%
11,878
+5,795
PLTR icon
100
Palantir
PLTR
$472B
$963K 0.24%
5,278
+250
2 3
4
5 6