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
$190M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$3.51M
2 +$2.53M
3 +$2.46M
4
PWR icon
Quanta Services
PWR
+$2.38M
5
DG icon
Dollar General
DG
+$2.35M

Top Sells

1 +$2.54M
2 +$2.48M
3 +$2.42M
4
FI icon
Fiserv
FI
+$2.33M
5
SO icon
Southern Company
SO
+$2.29M

Sector Composition

1 Consumer Discretionary 9.84%
2 Consumer Staples 9.81%
3 Technology 9.43%
4 Industrials 8.55%
5 Healthcare 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-9,815