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
$308M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$9.78M
2
+$8.86M
3
+$8.42M
4
CVX icon
Chevron
CVX
+$3.34M
5
STLD icon
Steel Dynamics
STLD
+$2.44M

Top Sells

1
+$6.11M
2
+$4.9M
3
+$3.54M
4
ETN icon
Eaton
ETN
+$2.99M
5
TMO icon
Thermo Fisher Scientific
TMO
+$2.71M

Sector Composition

1 Industrials 12.1%
2 Consumer Discretionary 8.45%
3 Financials 6.67%
4 Technology 5.71%
5 Consumer Staples 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$875K 0.28%
21,173
+6
77
$863K 0.28%
37,046
+55
78
$861K 0.28%
32,887
79
$857K 0.28%
10,208
+501
80
$847K 0.27%
59,247
+6,597
81
$779K 0.25%
5,494
-530
82
$765K 0.25%
1,296
-4,585
83
$763K 0.25%
36,114
+42
84
$757K 0.25%
5,420
+160
85
$753K 0.24%
23,412
+44
86
$749K 0.24%
23,571
+5,520
87
$739K 0.24%
2,216
+337
88
$706K 0.23%
13,646
+361
89
$704K 0.23%
35,913
-491
90
$700K 0.23%
1,686
-11
91
$661K 0.21%
2,675
+154
92
$659K 0.21%
13,599
-1,022
93
$631K 0.2%
4,540
-1,120
94
$607K 0.2%
5,412
-5,467
95
$584K 0.19%
5,839
-1,069
96
$573K 0.19%
3,235
-438
97
$516K 0.17%
8,190
+1,020
98
$498K 0.16%
4,921
+517
99
$487K 0.16%
76,500
100
$474K 0.15%
1,344
-569
2 3
4
5 6