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
$384M
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.79M
3
+$4.52M
4
APH icon
Amphenol
APH
+$3.76M
5
FIX icon
Comfort Systems
FIX
+$3.63M

Top Sells

1
+$5.89M
2
+$4.16M
3
+$3.9M
4
META icon
Meta Platforms (Facebook)
META
+$3.42M
5
MUSA icon
Murphy USA
MUSA
+$3.41M

Sector Composition

1 Technology 14.93%
2 Financials 11.05%
3 Industrials 10.66%
4 Consumer Discretionary 9.88%
5 Consumer Staples 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WELL icon
126
Welltower
WELL
$124B
$502K 0.13%
3,266
-181
ITW icon
127
Illinois Tool Works
ITW
$70.8B
$499K 0.13%
2,018
+67
IUSG icon
128
iShares Core S&P US Growth ETF
IUSG
$26.4B
$498K 0.13%
3,311
+1
BRK.B icon
129
Berkshire Hathaway Class B
BRK.B
$1.03T
$497K 0.13%
1,023
+58
COR icon
130
Cencora
COR
$65.5B
$491K 0.13%
1,637
+38
MRK icon
131
Merck
MRK
$215B
$482K 0.13%
6,083
-2,260
WEC icon
132
WEC Energy
WEC
$36.3B
$472K 0.12%
4,525
+1,188
RLGT icon
133
Radiant Logistics
RLGT
$286M
$465K 0.12%
76,500
JKHY icon
134
Jack Henry & Associates
JKHY
$10.8B
$464K 0.12%
2,575
+32
AZO icon
135
AutoZone
AZO
$61.1B
$460K 0.12%
124
-1
MPC icon
136
Marathon Petroleum
MPC
$59.3B
$449K 0.12%
2,701
-679
MLI icon
137
Mueller Industries
MLI
$11.8B
$438K 0.11%
5,513
+615
IT icon
138
Gartner
IT
$18.8B
$421K 0.11%
1,041
-4
AFL icon
139
Aflac
AFL
$57.3B
$420K 0.11%
3,987
-353
ADP icon
140
Automatic Data Processing
ADP
$105B
$418K 0.11%
1,357
+170
TRV icon
141
Travelers Companies
TRV
$59.9B
$416K 0.11%
1,556
+106
AMGN icon
142
Amgen
AMGN
$161B
$401K 0.1%
1,438
-182
DFAC icon
143
Dimensional US Core Equity 2 ETF
DFAC
$38.6B
$395K 0.1%
11,012
DELL icon
144
Dell
DELL
$109B
$381K 0.1%
3,110
-844
APO icon
145
Apollo Global Management
APO
$71.1B
$379K 0.1%
+2,671
SO icon
146
Southern Company
SO
$104B
$373K 0.1%
+4,059
SPG icon
147
Simon Property Group
SPG
$57.4B
$367K 0.1%
2,281
-2,331
BSX icon
148
Boston Scientific
BSX
$149B
$357K 0.09%
3,320
-41
VTR icon
149
Ventas
VTR
$34.7B
$356K 0.09%
5,645
-467
PH icon
150
Parker-Hannifin
PH
$97.8B
$356K 0.09%
509
+5
4 5
6
7 8