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
$400M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.48M
3
+$3.35M
4
TPR icon
Tapestry
TPR
+$3M
5
JBL icon
Jabil
JBL
+$2.98M

Top Sells

1
+$3.68M
2
+$3.67M
3
+$3.65M
4
EWQ icon
iShares MSCI France ETF
EWQ
+$3.45M
5
RS icon
Reliance Steel & Aluminium
RS
+$2.97M

Sector Composition

1 Technology 14.57%
2 Financials 11.35%
3 Industrials 11.08%
4 Consumer Discretionary 10.1%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GS icon
126
Goldman Sachs
GS
$244B
$534K 0.13%
671
-40
AZO icon
127
AutoZone
AZO
$61.1B
$532K 0.13%
124
FICO icon
128
Fair Isaac
FICO
$39.8B
$527K 0.13%
352
-42
BLK icon
129
Blackrock
BLK
$168B
$526K 0.13%
451
+230
MPC icon
130
Marathon Petroleum
MPC
$59.3B
$521K 0.13%
2,701
WELL icon
131
Welltower
WELL
$124B
$520K 0.13%
2,919
-347
MCD icon
132
McDonald's
MCD
$213B
$519K 0.13%
1,708
-84
WEC icon
133
WEC Energy
WEC
$36.3B
$519K 0.13%
4,525
ABT icon
134
Abbott
ABT
$215B
$516K 0.13%
3,851
-358
BRK.B icon
135
Berkshire Hathaway Class B
BRK.B
$1.03T
$514K 0.13%
1,023
NUE icon
136
Nucor
NUE
$34.4B
$511K 0.13%
3,771
-473
ITW icon
137
Illinois Tool Works
ITW
$70.8B
$490K 0.12%
1,877
-141
COR icon
138
Cencora
COR
$65.5B
$485K 0.12%
1,552
-85
NVS icon
139
Novartis
NVS
$238B
$484K 0.12%
+3,778
VZ icon
140
Verizon
VZ
$168B
$477K 0.12%
+10,853
LMT icon
141
Lockheed Martin
LMT
$114B
$466K 0.12%
933
-211
VTR icon
142
Ventas
VTR
$34.7B
$455K 0.11%
6,499
+854
RLGT icon
143
Radiant Logistics
RLGT
$286M
$451K 0.11%
76,500
SPG icon
144
Simon Property Group
SPG
$57.4B
$428K 0.11%
2,281
TSLX icon
145
Sixth Street Specialty
TSLX
$2.13B
$425K 0.11%
+18,582
DFAC icon
146
Dimensional US Core Equity 2 ETF
DFAC
$38.6B
$425K 0.11%
11,012
MLI icon
147
Mueller Industries
MLI
$11.8B
$424K 0.11%
4,196
-1,317
AFL icon
148
Aflac
AFL
$57.3B
$405K 0.1%
3,625
-362
IDCC icon
149
InterDigital
IDCC
$9.32B
$402K 0.1%
1,165
-175
PKG icon
150
Packaging Corp of America
PKG
$17.6B
$394K 0.1%
1,807
4 5
6
7 8