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
$289M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$4.59M
3
+$2.66M
4
DOV icon
Dover
DOV
+$2.64M
5
BBWI icon
Bath & Body Works
BBWI
+$2.36M

Top Sells

1
+$4.93M
2
+$3.47M
3
+$3.37M
4
SNPS icon
Synopsys
SNPS
+$3.35M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.56M

Sector Composition

1 Industrials 14.93%
2 Consumer Discretionary 11.8%
3 Financials 6.59%
4 Consumer Staples 5.76%
5 Technology 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$249K 0.09%
896
+54
127
$240K 0.08%
+2,557
128
$239K 0.08%
+2,813
129
$237K 0.08%
+5,224
130
$236K 0.08%
+3,050
131
$236K 0.08%
645
132
$235K 0.08%
444
+3
133
$230K 0.08%
+16,122
134
$226K 0.08%
+3,955
135
$219K 0.08%
+555
136
$214K 0.07%
+385
137
$212K 0.07%
+3,178
138
$210K 0.07%
+3,313
139
$203K 0.07%
6,637
-1,348
140
$201K 0.07%
+530
141
– –
-85,345
142
– –
-825
143
– –
-19,720
144
– –
-50,817
145
– –
-8,522
146
– –
-16,024
147
– –
-22,252
148
– –
-5,157
149
– –
-10,660
2 3 4 5
6