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
$384M
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.79M
3
+$4.52M
4
APH icon
Amphenol
APH
+$3.76M
5
FIX icon
Comfort Systems
FIX
+$3.63M

Top Sells

1
+$5.89M
2
+$4.16M
3
+$3.9M
4
META icon
Meta Platforms (Facebook)
META
+$3.42M
5
MUSA icon
Murphy USA
MUSA
+$3.41M

Sector Composition

1 Technology 14.93%
2 Financials 11.05%
3 Industrials 10.66%
4 Consumer Discretionary 9.88%
5 Consumer Staples 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SNPS icon
101
Synopsys
SNPS
$86.3B
$830K 0.22%
1,618
WFC icon
102
Wells Fargo
WFC
$291B
$809K 0.21%
10,099
+137
COST icon
103
Costco
COST
$393B
$801K 0.21%
809
-41
DUK icon
104
Duke Energy
DUK
$89.7B
$743K 0.19%
+6,293
MO icon
105
Altria Group
MO
$98.6B
$735K 0.19%
12,533
+7,125
AEP icon
106
American Electric Power
AEP
$61B
$730K 0.19%
7,032
+3,124
GE icon
107
GE Aerospace
GE
$316B
$725K 0.19%
2,817
-26
PIZ icon
108
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
$505M
$724K 0.19%
15,763
-1,690
FICO icon
109
Fair Isaac
FICO
$43.7B
$720K 0.19%
394
-6
PLTR icon
110
Palantir
PLTR
$438B
$685K 0.18%
5,028
-230
CVX icon
111
Chevron
CVX
$300B
$679K 0.18%
4,742
-761
IRM icon
112
Iron Mountain
IRM
$24.6B
$672K 0.18%
6,554
+3,001
ED icon
113
Consolidated Edison
ED
$35.2B
$577K 0.15%
5,749
+446
FTRI icon
114
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
$102M
$573K 0.15%
40,242
-7,401
ABT icon
115
Abbott
ABT
$218B
$572K 0.15%
4,209
+1,931
ACGL icon
116
Arch Capital
ACGL
$34.1B
$570K 0.15%
6,255
-44
GOOG icon
117
Alphabet (Google) Class C
GOOG
$3.75T
$566K 0.15%
3,192
-26
PHM icon
118
Pultegroup
PHM
$24.6B
$563K 0.15%
5,339
-37,013
VT icon
119
Vanguard Total World Stock ETF
VT
$58.6B
$561K 0.15%
4,367
-141
NUE icon
120
Nucor
NUE
$37.8B
$550K 0.14%
4,244
-282
LMT icon
121
Lockheed Martin
LMT
$111B
$530K 0.14%
1,144
-42
MCD icon
122
McDonald's
MCD
$226B
$523K 0.14%
1,792
+14
C icon
123
Citigroup
C
$200B
$509K 0.13%
5,979
+2,326
ARCC icon
124
Ares Capital
ARCC
$14.9B
$508K 0.13%
23,130
-892
GS icon
125
Goldman Sachs
GS
$266B
$503K 0.13%
+711
3 4
5
6 7