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MCM

Monument Capital Management Portfolio holdings

AUM $399M
1-Year Est. Return 40.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$399M
AUM Growth
-$2.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 15.06%
2 Technology 14.4%
3 Healthcare 8.89%
4 Financials 8.83%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AIG icon
201
American International
AIG
$40.1B
$215K 0.05%
2,860
-141
ES icon
202
Eversource Energy
ES
$26.5B
$214K 0.05%
3,083
+50
AROC icon
203
Archrock
AROC
$6.28B
$211K 0.05%
+6,076
ROST icon
204
Ross Stores
ROST
$75.7B
$211K 0.05%
+973
IWD icon
205
iShares Russell 1000 Value ETF
IWD
$77.3B
$210K 0.05%
981
CTAS icon
206
Cintas
CTAS
$70.1B
$210K 0.05%
1,239
+3
KTB icon
207
Kontoor Brands
KTB
$4.34B
$209K 0.05%
2,970
-349
FCX icon
208
Freeport-McMoran
FCX
$101B
$207K 0.05%
+3,521
LIN icon
209
Linde
LIN
$239B
$205K 0.05%
+413
CALM icon
210
Cal-Maine
CALM
$3.72B
$204K 0.05%
2,583
-105
BNL icon
211
Broadstone Net Lease
BNL
$4.02B
$204K 0.05%
11,147
HWM icon
212
Howmet Aerospace
HWM
$112B
$203K 0.05%
+879
MSI icon
213
Motorola Solutions
MSI
$67B
$202K 0.05%
+466
APLE icon
214
Apple Hospitality REIT
APLE
$3.85B
$189K 0.05%
16,444
RES icon
215
RPC Inc
RES
$1.49B
$143K 0.04%
20,141
+4,617
ABEV icon
216
Ambev
ABEV
$49.8B
$32.6K 0.01%
11,171
+1,023
NOTV
217
DELISTED
Inotiv
NOTV
$8.84K ﹤0.01%
32,421
EXPE icon
218
Expedia Group
EXPE
$29.1B
-9,817
ABT icon
219
Abbott
ABT
$156B
-2,774
ADP icon
220
Automatic Data Processing
ADP
$88.6B
-834
ALL icon
221
Allstate
ALL
$57.7B
-14,040
AWI icon
222
Armstrong World Industries
AWI
$6.75B
-17,459
BLD icon
223
TopBuild
BLD
$11.7B
-7,512
BSX icon
224
Boston Scientific
BSX
$69.3B
-3,320
CTRE icon
225
CareTrust REIT
CTRE
$8.8B
-5,561