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
$308M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$9.78M
2
+$8.86M
3
+$8.42M
4
CVX icon
Chevron
CVX
+$3.34M
5
STLD icon
Steel Dynamics
STLD
+$2.44M

Top Sells

1
+$6.11M
2
+$4.9M
3
+$3.54M
4
ETN icon
Eaton
ETN
+$2.99M
5
TMO icon
Thermo Fisher Scientific
TMO
+$2.71M

Sector Composition

1 Industrials 12.1%
2 Consumer Discretionary 8.45%
3 Financials 6.67%
4 Technology 5.71%
5 Consumer Staples 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$230K 0.07%
+2,326
127
$222K 0.07%
+1,888
128
$220K 0.07%
+1,200
129
$220K 0.07%
+2,614
130
$218K 0.07%
+5,746
131
$216K 0.07%
+2,295
132
$216K 0.07%
4,338
-841
133
$212K 0.07%
+5,138
134
– –
-9,137
135
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-54,002
136
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-1,050
137
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-25,928
138
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-41,249
139
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-4,229
140
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-14,876
141
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-8,323
142
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-22,383
143
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-57,312
144
– –
-2,810
145
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-2,709
146
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-87,736
147
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-1,152
148
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-17,472
149
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-456
150
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-125
3 4 5
6
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