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
$362M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$5.04M
3
+$4.75M
4
FIX icon
Comfort Systems
FIX
+$3.78M
5
GDDY icon
GoDaddy
GDDY
+$2.97M

Top Sells

1
+$5.78M
2
+$5.32M
3
+$5.01M
4
SMCI icon
Super Micro Computer
SMCI
+$3.8M
5
PSX icon
Phillips 66
PSX
+$2.76M

Sector Composition

1 Industrials 13.58%
2 Consumer Discretionary 12.33%
3 Technology 11.96%
4 Financials 10.93%
5 Consumer Staples 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29M 8.02%
230,742
-8,137
2
$17.2M 4.77%
326,282
-9,952
3
$14.8M 4.08%
30,238
-966
4
$12.9M 3.56%
29,933
-577
5
$7.21M 1.99%
30,956
-744
6
$6.41M 1.77%
68,485
-1,383
7
$6.32M 1.75%
167,768
-3,483
8
$6.14M 1.7%
73,307
-572
9
$6.09M 1.68%
+62,032
10
$6.04M 1.67%
42,074
+171
11
$5.82M 1.61%
14,882
+106
12
$5.24M 1.45%
39,800
-120
13
$5.16M 1.43%
100,977
-4,570
14
$5.14M 1.42%
10,439
+32
15
$5.14M 1.42%
11,942
+80
16
$5.09M 1.41%
4,900
+49
17
$5.09M 1.41%
67,145
-2,702
18
$5.04M 1.39%
+62,396
19
$4.78M 1.32%
49,560
-3,987
20
$4.75M 1.31%
+106,405
21
$4.66M 1.29%
27,023
-1,237
22
$4.34M 1.2%
17,126
-143
23
$4.27M 1.18%
27,584
-1,156
24
$3.79M 1.05%
22,864
-824
25
$3.78M 1.05%
+9,683
1
2 3 4 5