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
$400M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.48M
3
+$3.35M
4
TPR icon
Tapestry
TPR
+$3M
5
JBL icon
Jabil
JBL
+$2.98M

Top Sells

1
+$3.68M
2
+$3.67M
3
+$3.65M
4
EWQ icon
iShares MSCI France ETF
EWQ
+$3.45M
5
RS icon
Reliance Steel & Aluminium
RS
+$2.97M

Sector Composition

1 Technology 14.57%
2 Financials 11.35%
3 Industrials 11.08%
4 Consumer Discretionary 10.1%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DDS icon
176
Dillards
DDS
$10.6B
$281K 0.07%
+457
EPR icon
177
EPR Properties
EPR
$3.81B
$279K 0.07%
4,818
-595
BAC icon
178
Bank of America
BAC
$403B
$277K 0.07%
5,369
+237
KTB icon
179
Kontoor Brands
KTB
$3.7B
$276K 0.07%
3,460
-244
AZN icon
180
AstraZeneca
AZN
$279B
$266K 0.07%
+3,467
MET icon
181
MetLife
MET
$54.1B
$265K 0.07%
3,220
-507
MMM icon
182
3M
MMM
$89.7B
$264K 0.07%
1,702
+9
KMI icon
183
Kinder Morgan
KMI
$59.5B
$264K 0.07%
9,324
-2,525
DLR icon
184
Digital Realty Trust
DLR
$52.8B
$263K 0.07%
1,519
-165
CTRE icon
185
CareTrust REIT
CTRE
$8.1B
$261K 0.07%
7,537
-913
GHC icon
186
Graham Holdings Company
GHC
$4.88B
$257K 0.06%
+218
IBM icon
187
IBM
IBM
$289B
$255K 0.06%
902
-18
CTAS icon
188
Cintas
CTAS
$75.4B
$254K 0.06%
1,236
-67
CG icon
189
Carlyle Group
CG
$21B
$249K 0.06%
+3,974
TTE icon
190
TotalEnergies
TTE
$141B
$249K 0.06%
+4,174
SBRA icon
191
Sabra Healthcare REIT
SBRA
$4.78B
$249K 0.06%
13,355
-1,619
IBP icon
192
Installed Building Products
IBP
$7.35B
$244K 0.06%
+990
AIG icon
193
American International
AIG
$45.8B
$240K 0.06%
3,062
-766
MDLZ icon
194
Mondelez International
MDLZ
$69.7B
$240K 0.06%
+3,847
CMI icon
195
Cummins
CMI
$70.4B
$240K 0.06%
+569
MAR icon
196
Marriott International
MAR
$80.2B
$239K 0.06%
916
-6
LRCX icon
197
Lam Research
LRCX
$202B
$238K 0.06%
+1,778
KLAC icon
198
KLA
KLAC
$157B
$233K 0.06%
216
-82
STLD icon
199
Steel Dynamics
STLD
$25.1B
$228K 0.06%
1,635
-242
SYK icon
200
Stryker
SYK
$135B
$225K 0.06%
609
6 7
8
9 10