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
$146M
AUM Growth
+$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.97M
3
+$1.94M
4
PG icon
Procter & Gamble
PG
+$1.26M
5
SIGA icon
SIGA Technologies
SIGA
+$484K

Top Sells

1
+$2.84M
2
+$1.48M
3
+$1.47M
4
LYB icon
LyondellBasell Industries
LYB
+$384K
5
UNH icon
UnitedHealth
UNH
+$335K

Sector Composition

1 Industrials 15.67%
2 Financials 14.2%
3 Technology 9.39%
4 Healthcare 7.59%
5 Consumer Staples 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.28M 4.98%
136,724
+2,476
2
$7.09M 4.85%
72,878
+1,147
3
$5.47M 3.74%
56,092
-366
4
$5.27M 3.61%
357,760
-520
5
$4.84M 3.31%
179,462
+1,927
6
$3.62M 2.48%
82,010
+2,003
7
$3.58M 2.45%
96,884
+2,625
8
$3.57M 2.44%
62,256
+1,461
9
$3.56M 2.44%
113,903
+2,118
10
$3.42M 2.34%
21,971
+1,302
11
$2.63M 1.8%
53,838
-1,906
12
$2.49M 1.7%
11,735
+210
13
$2.4M 1.64%
16,707
-1,994
14
$2.34M 1.6%
33,154
+1,418
15
$2.33M 1.6%
7,242
+426
16
$2.33M 1.59%
6,992
+202
17
$2.32M 1.59%
19,427
+742
18
$2.26M 1.54%
21,771
-3,704
19
$2.25M 1.54%
26,891
-2,218
20
$2.25M 1.54%
29,932
+840
21
$2.25M 1.54%
10,265
+470
22
$2.24M 1.53%
10,310
-1,544
23
$2.21M 1.51%
10,878
+535
24
$2.18M 1.49%
53,355
+2,354
25
$2.13M 1.46%
67,853
+3,789
1
2 3 4 5