MCM
Monument Capital Management Portfolio holdings
AUM
$384M
1-Year Return
28.84%
This Quarter Return
+5.39%
1 Year Return
+28.84%
3 Year Return
+108.4%
5 Year Return
+182.4%
10 Year Return
–
AUM
$142M
AUM Growth
–
Cap. Flow
+$142M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
32.97%
Holding
129
New
129
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 14.3% |
| 2 | Financials | 13.28% |
| 3 | Technology | 11.22% |
| 4 | Healthcare | 7.26% |
| 5 | Consumer Staples | 5.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
WesBanco
WSBC
$3.1B
| $0 | ﹤0.01% |
+1
| New | – |
|
|
CDMO
127
DELISTED
Avid Bioservices, Inc. Common Stock
CDMO
| $0 | ﹤0.01% |
+16
| New | – |
|
|
GWR
128
DELISTED
Genesee & Wyoming Inc.
GWR
| $0 | ﹤0.01% |
+1
| New | – |
|
|
AET
129
DELISTED
Aetna Inc
AET
| $0 | ﹤0.01% |
+3
| New | – |
|