MCM
Monument Capital Management Portfolio holdings
AUM
$400M
1-Year Est. Return
28.28%
1 Year Est. Return
+28.28%
AUM
$400M
AUM Growth
+$16.1M
(+4.2%)
Holding
259
Top Buys
| 1 | +$3.52M | |
| 2 | +$3.48M | |
| 3 | +$3.35M | |
| 4 |
Tapestry
TPR
|
+$3M |
| 5 |
Jabil
JBL
|
+$2.98M |
Top Sells
| 1 | +$3.68M | |
| 2 | +$3.67M | |
| 3 | +$3.65M | |
| 4 |
iShares MSCI France ETF
EWQ
|
+$3.45M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Philip Morris
PM
$239B
| $1.93M | 0.48% |
11,918
-604
|
|
||
77
iShares MSCI South Africa ETF
EZA
$576M
| $1.89M | 0.47% |
29,491
-2,179
|
|
||
78
Eli Lilly
LLY
$920B
| $1.84M | 0.46% |
2,416
-174
|
|
||
79
Home Depot
HD
$358B
| $1.74M | 0.44% |
4,300
-299
|
|
||
80
iShares MSCI China ETF
MCHI
$7.89B
| $1.74M | 0.43% |
+26,404
|
|
||
81
Oracle
ORCL
$542B
| $1.7M | 0.43% |
6,057
-100
|
|
||
82
iShares MSCI Poland ETF
EPOL
$447M
| $1.66M | 0.41% |
51,539
-3,853
|
|
||
83
Exxon Mobil
XOM
$501B
| $1.62M | 0.41% |
14,408
-1,879
|
|
||
84
Berkshire Hathaway Class A
BRK.A
$1.08T
| $1.51M | 0.38% |
2
|
|
||
85
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.02B
| $1.47M | 0.37% |
32,970
-3,163
|
|
||
86
Coca-Cola
KO
$303B
| $1.46M | 0.36% |
21,997
-1,342
|
|
||
87
AbbVie
ABBV
$395B
| $1.44M | 0.36% |
6,211
-310
|
|
||
88
Altria Group
MO
$98.6B
| $1.27M | 0.32% |
19,236
+6,703
|
|
||
89
Waste Management
WM
$86.9B
| $1.14M | 0.28% |
5,159
-434
|
|
||
90
Mastercard
MA
$514B
| $1.11M | 0.28% |
1,952
-160
|
|
||
91
Gilead Sciences
GILD
$149B
| $1.09M | 0.27% |
9,814
+572
|
|
||
92
Cisco
CSCO
$307B
| $1.08M | 0.27% |
15,831
-637
|
|
||
93
TJX Companies
TJX
$173B
| $1.06M | 0.27% |
7,351
-1,160
|
|
||
94
Service Corp International
SCI
$11.1B
| $1.06M | 0.26% |
12,694
-367
|
|
||
95
Chevron
CVX
$300B
| $1.03M | 0.26% |
6,631
+1,889
|
|
||
96
O'Reilly Automotive
ORLY
$79.4B
| $1.03M | 0.26% |
9,549
+278
|
|
||
97
Truist Financial
TFC
$63.8B
| $1.02M | 0.25% |
22,280
|
|
||
98
Consolidated Edison
ED
$35.2B
| $997K | 0.25% |
9,921
+4,172
|
|
||
99
Merck
MRK
$249B
| $997K | 0.25% |
11,878
+5,795
|
|
||
100
Palantir
PLTR
$438B
| $963K | 0.24% |
5,278
+250
|
|