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
KMI icon
151
Kinder Morgan
KMI
$58.3B
$348K 0.09%
+11,849
UNP icon
152
Union Pacific
UNP
$131B
$347K 0.09%
1,509
+167
TSLA icon
153
Tesla
TSLA
$1.52T
$344K 0.09%
1,082
+249
PKG icon
154
Packaging Corp of America
PKG
$17.6B
$341K 0.09%
1,807
+19
FBP icon
155
First Bancorp
FBP
$3.1B
$339K 0.09%
16,274
+3,584
LOW icon
156
Lowe's Companies
LOW
$134B
$338K 0.09%
1,525
+297
GEV icon
157
GE Vernova
GEV
$159B
$338K 0.09%
+638
AIG icon
158
American International
AIG
$43.7B
$328K 0.09%
3,828
+129
DIA icon
159
SPDR Dow Jones Industrial Average ETF Trust
DIA
$40.6B
$327K 0.09%
742
-103
COF icon
160
Capital One
COF
$140B
$323K 0.08%
+1,519
TMO icon
161
Thermo Fisher Scientific
TMO
$214B
$321K 0.08%
793
-58
EPR icon
162
EPR Properties
EPR
$3.73B
$315K 0.08%
+5,413
SPOT icon
163
Spotify
SPOT
$135B
$313K 0.08%
408
+36
AXP icon
164
American Express
AXP
$248B
$312K 0.08%
978
-19
URI icon
165
United Rentals
URI
$55.4B
$309K 0.08%
410
-12
BXSL icon
166
Blackstone Secured Lending
BXSL
$6.09B
$303K 0.08%
9,867
-571
ARES icon
167
Ares Management
ARES
$32.6B
$303K 0.08%
+1,750
IDCC icon
168
InterDigital
IDCC
$9.32B
$300K 0.08%
1,340
+110
MET icon
169
MetLife
MET
$53.1B
$300K 0.08%
+3,727
DLR icon
170
Digital Realty Trust
DLR
$58.5B
$294K 0.08%
+1,684
CTAS icon
171
Cintas
CTAS
$73.7B
$290K 0.08%
1,303
+39
CBOE icon
172
Cboe Global Markets
CBOE
$25.7B
$289K 0.08%
1,238
+34
PAYX icon
173
Paychex
PAYX
$42.1B
$287K 0.07%
1,973
+59
BKE icon
174
Buckle
BKE
$2.8B
$284K 0.07%
+6,264
HTGC icon
175
Hercules Capital
HTGC
$3.26B
$284K 0.07%
15,534
-887