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
$289M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$4.59M
3
+$2.66M
4
DOV icon
Dover
DOV
+$2.64M
5
BBWI icon
Bath & Body Works
BBWI
+$2.36M

Top Sells

1
+$4.93M
2
+$3.47M
3
+$3.37M
4
SNPS icon
Synopsys
SNPS
+$3.35M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.56M

Sector Composition

1 Industrials 14.93%
2 Consumer Discretionary 11.8%
3 Financials 6.59%
4 Consumer Staples 5.76%
5 Technology 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$887K 0.31%
45,301
+8,563
77
$874K 0.3%
+5,808
78
$838K 0.29%
37,756
+7,419
79
$837K 0.29%
2
80
$816K 0.28%
59,074
+10,178
81
$814K 0.28%
6,358
+54
82
$803K 0.28%
+21,451
83
$800K 0.28%
39,960
+21,680
84
$779K 0.27%
+21,472
85
$774K 0.27%
+23,414
86
$769K 0.27%
39,251
+7,684
87
$741K 0.26%
10,472
+707
88
$732K 0.25%
+22,969
89
$663K 0.23%
1,685
+5
90
$645K 0.22%
2,847
+624
91
$629K 0.22%
+4,356
92
$622K 0.22%
11,489
+1,890
93
$583K 0.2%
5,631
-498
94
$555K 0.19%
+2,276
95
$554K 0.19%
4,540
96
$551K 0.19%
1,586
97
$547K 0.19%
79,000
98
$518K 0.18%
1,877
-12,129
99
$514K 0.18%
3,595
+1,775
100
$486K 0.17%
2,104
+402
2 3
4
5 6