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
$160M
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$2.04M
3
+$2.01M
4
AMT icon
American Tower
AMT
+$2M
5
DAR icon
Darling Ingredients
DAR
+$1.93M

Top Sells

1
+$2.76M
2
+$2.43M
3
+$2.42M
4
RTN
Raytheon Company
RTN
+$2.38M
5
GD icon
General Dynamics
GD
+$2.16M

Sector Composition

1 Healthcare 12.26%
2 Financials 11.43%
3 Technology 8.76%
4 Industrials 6.31%
5 Consumer Staples 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.4M 7.76%
218,867
-16,565
2
$9.41M 5.87%
171,033
+4,159
3
$3.81M 2.38%
24,685
+219
4
$3.75M 2.34%
40,975
-139
5
$3.6M 2.25%
75,408
+740
6
$3.02M 1.88%
193,757
+25,193
7
$2.81M 1.75%
38,477
-904
8
$2.76M 1.72%
66,635
-615
9
$2.74M 1.71%
15,434
+1,585
10
$2.56M 1.6%
28,779
+374
11
$2.55M 1.59%
54,128
-262
12
$2.54M 1.58%
54,025
-968
13
$2.47M 1.54%
9,909
+23
14
$2.43M 1.52%
7,548
+66
15
$2.43M 1.52%
51,249
+777
16
$2.42M 1.51%
57,408
+917
17
$2.41M 1.5%
18,938
+1,348
18
$2.4M 1.5%
10,716
-3
19
$2.38M 1.49%
32,373
+200
20
$2.35M 1.47%
18,543
-48
21
$2.33M 1.46%
17,672
+350
22
$2.29M 1.43%
29,972
+1,078
23
$2.29M 1.43%
56,811
+277
24
$2.28M 1.43%
35,055
+1,184
25
$2.28M 1.43%
20,033
+822
1
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