MCM
Monument Capital Management Portfolio holdings
AUM
$384M
This Quarter Return
-0.04%
1 Year Return
+28.84%
3 Year Return
+108.4%
5 Year Return
+182.4%
10 Year Return
–
AUM
$146M
AUM Growth
+$146M
(+3.2%)
Cap. Flow
+$8.74M
Cap. Flow
% of AUM
5.98%
Top 10 Holdings %
Top 10 Hldgs %
32.62%
Holding
148
New
19
Increased
62
Reduced
19
Closed
2
Top Buys
| 1 |
McDonald's
MCD
|
$1.99M |
| 2 |
American Financial Group
AFG
|
$1.97M |
| 3 |
FedEx
FDX
|
$1.94M |
| 4 |
Procter & Gamble
PG
|
$1.26M |
| 5 |
Fiserv
FI
|
$1.22M |
Top Sells
| 1 |
Microchip Technology
MCHP
|
$2.84M |
| 2 |
Allete
ALE
|
$1.48M |
| 3 |
Comcast
CMCSA
|
$1.47M |
| 4 |
LyondellBasell Industries
LYB
|
$384K |
| 5 |
UnitedHealth
UNH
|
$335K |
Sector Composition
| 1 | Industrials | 15.67% |
| 2 | Financials | 14.2% |
| 3 | Technology | 9.39% |
| 4 | Healthcare | 7.59% |
| 5 | Consumer Staples | 6.08% |
