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
$146M
AUM Growth
+$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.97M
3
+$1.94M
4
PG icon
Procter & Gamble
PG
+$1.26M
5
SIGA icon
SIGA Technologies
SIGA
+$484K

Top Sells

1
+$2.84M
2
+$1.48M
3
+$1.47M
4
LYB icon
LyondellBasell Industries
LYB
+$384K
5
UNH icon
UnitedHealth
UNH
+$335K

Sector Composition

1 Industrials 15.67%
2 Financials 14.2%
3 Technology 9.39%
4 Healthcare 7.59%
5 Consumer Staples 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4K ﹤0.01%
19
127
$3K ﹤0.01%
113
128
$2K ﹤0.01%
+30
129
$2K ﹤0.01%
+200
130
$2K ﹤0.01%
200
131
$2K ﹤0.01%
200
132
$1K ﹤0.01%
22
133
$1K ﹤0.01%
30
134
$1K ﹤0.01%
+78
135
$1K ﹤0.01%
20
136
$0 ﹤0.01%
34
137
– –
-3,028
138
$0 ﹤0.01%
1
-2
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$0 ﹤0.01%
1
140
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141
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1
142
$0 ﹤0.01%
+4
143
$0 ﹤0.01%
10
144
$0 ﹤0.01%
1
145
$0 ﹤0.01%
+7
146
– –
-64,708
147
$0 ﹤0.01%
5
148
$0 ﹤0.01%
4
2 3 4 5
6