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
$289M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$4.59M
3
+$2.66M
4
DOV icon
Dover
DOV
+$2.64M
5
BBWI icon
Bath & Body Works
BBWI
+$2.36M

Top Sells

1
+$4.93M
2
+$3.47M
3
+$3.37M
4
SNPS icon
Synopsys
SNPS
+$3.35M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.56M

Sector Composition

1 Industrials 14.93%
2 Consumer Discretionary 11.8%
3 Financials 6.59%
4 Consumer Staples 5.76%
5 Technology 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.8M 7.54%
61,458
+34,042
2
$14.4M 4.99%
33,645
+10,723
3
$12.7M 4.39%
128,366
-2,387
4
$12.7M 4.38%
245,650
-65,410
5
$12M 4.16%
106,330
-4,233
6
$6.39M 2.21%
23,588
+19
7
$6.04M 2.09%
39,017
-31,826
8
$5.39M 1.87%
46,780
-459
9
$4.35M 1.51%
45,321
-449
10
$4.15M 1.44%
27,540
-544
11
$4.07M 1.41%
23,472
-334
12
$4.02M 1.39%
147,114
-3,916
13
$3.85M 1.33%
15,909
+559
14
$3.72M 1.29%
17,112
+379
15
$3.66M 1.27%
24,706
+453
16
$3.64M 1.26%
131,217
-2,387
17
$3.62M 1.25%
17,414
+325
18
$3.5M 1.21%
24,972
+1,308
19
$3.3M 1.14%
24,088
+1,897
20
$3.25M 1.13%
16,440
+953
21
$3.25M 1.12%
6,433
-150
22
$3.24M 1.12%
35,741
-2,565
23
$3.09M 1.07%
9,694
+438
24
$3.08M 1.06%
42,689
+2,507
25
$2.89M 1%
52,792
-792
1
2 3 4 5