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
101
$458K 0.15%
2,999
+676
102
$428K 0.14%
5,179
+168
103
$414K 0.13%
2,473
+311
104
$404K 0.13%
2,962
-3,376
105
$399K 0.13%
4,715
-892
106
$377K 0.12%
739
+1
107
$358K 0.12%
2,361
-19,694
108
$351K 0.11%
1,577
-48
109
$345K 0.11%
4,199
+1,128
110
$339K 0.11%
+588
111
$331K 0.11%
6,208
+1,575
112
$329K 0.11%
1,185
-2
113
$305K 0.1%
1,377
+2
114
$302K 0.1%
+2,380
115
$295K 0.1%
5,299
-1,726
116
$295K 0.1%
+5,795
117
$289K 0.09%
3,051
-452
118
$283K 0.09%
2,076
+363
119
$280K 0.09%
1,687
120
$275K 0.09%
+624
121
$266K 0.09%
1,015
+1
122
$255K 0.08%
+3,494
123
$250K 0.08%
+9,275
124
$238K 0.08%
426
-63
125
$234K 0.08%
+3,220
3 4
5
6 7