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
101
$479K 0.17%
3,820
102
$476K 0.16%
2,072
+405
103
$467K 0.16%
+2,835
104
$457K 0.16%
+11,093
105
$413K 0.14%
+2,655
106
$406K 0.14%
6,666
-1,884
107
$376K 0.13%
+6,697
108
$358K 0.12%
9,150
+3,534
109
$357K 0.12%
+585
110
$353K 0.12%
1,446
+219
111
$347K 0.12%
4,641
+5
112
$322K 0.11%
1,185
-8,575
113
$321K 0.11%
+5,086
114
$321K 0.11%
+5,734
115
$315K 0.11%
1,347
-1
116
$315K 0.11%
4,295
+1,540
117
$309K 0.11%
+3,589
118
$308K 0.11%
3,957
+1,201
119
$303K 0.1%
2,708
-807
120
$289K 0.1%
+993
121
$287K 0.1%
718
122
$274K 0.09%
+5,750
123
$268K 0.09%
1,687
-15,530
124
$262K 0.09%
+3,648
125
$259K 0.09%
1,014
2 3 4
5
6