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
$196M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$410K
2
+$355K
3
+$261K
4
XOM icon
Exxon Mobil
XOM
+$242K
5
META icon
Meta Platforms (Facebook)
META
+$237K

Top Sells

1
+$514K
2
+$481K
3
+$270K
4
EW icon
Edwards Lifesciences
EW
+$166K
5
AMT icon
American Tower
AMT
+$145K

Sector Composition

1 Financials 11.45%
2 Technology 10.21%
3 Industrials 8.36%
4 Healthcare 7.87%
5 Consumer Staples 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.8M 7.06%
190,457
+1,569
2
$10.3M 5.27%
158,218
+2,004
3
$4.99M 2.55%
23,466
+42
4
$4.75M 2.42%
41,034
+334
5
$4.5M 2.29%
75,532
+608
6
$4.25M 2.17%
25,975
-859
7
$3.8M 1.94%
198,666
-737
8
$3.17M 1.62%
27,800
+105
9
$3.15M 1.61%
19,990
-403
10
$3.13M 1.6%
52,337
-613
11
$3.11M 1.59%
35,829
-779
12
$3.07M 1.57%
55,469
+833
13
$3.05M 1.56%
26,375
-851
14
$3.04M 1.55%
55,550
+229
15
$2.99M 1.53%
46,963
-170
16
$2.95M 1.5%
21,193
-571
17
$2.91M 1.48%
8,956
-239
18
$2.89M 1.48%
34,026
+170
19
$2.82M 1.44%
97,948
+756
20
$2.77M 1.42%
29,291
-171
21
$2.74M 1.4%
14,575
-625
22
$2.71M 1.38%
18,378
+85
23
$2.69M 1.37%
34,620
-2,136
24
$2.66M 1.36%
19,323
+162
25
$2.64M 1.34%
13,342
-107
1
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