Equity and Debt

 MON

 
Type Mil USD
Equity 7,754.0
Debt 7,847.0
 

Equity Owners

 MON

 
Type Mil USD
Institutions
Mutual Funds
Insiders
 

Owner Activity

 MON

Institutions Funds
Name Ownership Trend
Previous 8 Qtrs
Current % Chg from
Prev Qtr
Ownership Trend
Previous 8 Qtrs
Current % Chg from
Prev Qtr
Total Owners Premium 1,323 2.32 Premium 1,667 -3.53
New Owners Premium 147 83.75 Premium 45 -4.26
Sold Out Premium 108 1.89 Premium 127 -23.03
# of Owners Buying Premium 384 -2.29 Premium 412 9.57
# of Owners Selling Premium 491 1.03 Premium 453 3.90
Total Shares Owned (Mil) Premium 329 -5.58 Premium 139 -9.75
Total Shares Bought (Mil) Premium 39 -6.49 Premium 5 23.23
Total Shares Sold (Mil) Premium 48 91.40 Premium 11 32.97
Net Share Change (Mil) Premium -9 -153.45 Premium -7 41.23

Fund Owners' Style

 MON

221 1,085 278 Lg
18 42 19 Md
2 1 1 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 221 21,916,249 705,509 1,027,666 -1.45
Large Blend 1,085 82,585,017 2,998,213 6,035,849 -3.55
Large Growth 278 29,948,394 375,243 3,904,806 -10.54
Mid Value 18 566,473 27,569 34,151 -1.15
Mid Blend 42 3,243,565 613,817 280,115 11.47
Mid Growth 19 831,546 118,264 91,387 3.34
Small Value 2 6,499 3,535 -- --
Small Blend 1 400 -- 500 --
Small Growth 1 6,850 1,100 8,500 -51.93
Total 1,667 139,104,993 4,843,250 11,382,974 -4.49
Data displayed as of  03/31/2018

Equity Ownership

 MON

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 10,317,697 -434,275 2.34 0.18 03/31/2018
Vanguard 500 Index Inv Premium 7,813,385 60,286 1.77 0.23 03/31/2018
Vanguard PRIMECAP Inv Premium 6,012,625 0 1.36 1.13 12/31/2017
SPDR® S&P 500 ETF Premium 4,956,157 13,158 1.20 0.24 04/19/2018
Vanguard Institutional Index I Premium 4,302,318 1,738 0.98 0.23 03/31/2018
Materials Select Sector SPDR® ETF Premium 3,468,565 5,961 0.84 8.34 04/19/2018
Fidelity Spartan® 500 Index Inv Premium 2,782,166 66,525 0.63 0.23 02/28/2018
Vanguard Growth Index Inv Premium 2,899,027 -96,501 0.66 0.45 03/31/2018
FlexShares Mstar Glbl Upstrm Nat Res ETF Premium 2,177,980 0 0.53 4.78 04/19/2018
Vanguard Capital Opportunity Inv Premium 2,173,986 -1,400 0.49 1.53 12/31/2017
Total: Top 10 funds Premium 46,903,906 -384,508 10.8

Bond Ownership

 MON

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Vanguard Wellesley Income Fund 15,000,000 -- 0 -- 15,000,000
Vanguard Total Bond Market Index Fund 8,694,000 -- 7,580,000 -- 16,274,000
Vanguard Total Bond Market II Index Fund 7,200,000 125,000 650,000 -- 7,850,000
DFA Intermediate-Term Extnd Qlty Port 3,984,000 -- 0 -- 3,984,000
DFA Investment Grade Portfolio 2,240,000 -26,000 0 -- 2,240,000
BlackRock Master Total Return Portfolio 2,845,000 -- 0 -- 2,845,000
LS Theta Fund 0 2,500,000 2,500,000 2,500,000 2,500,000
Vanguard Interm-Tm Corp Bd Idx 975,000 -- 1,350,000 -- 2,325,000
Vanguard Intermediate-Term Bond Index Fd 0 -- 2,150,000 -- 2,150,000
Voya US Bond Index Port 1,000,000 -- 1,000,000 -- 2,000,000
Total: Top 10 funds 41,938,000 99,000 15,230,000 2,500,000 57,168,000
Bond Ownership for Funds only
Customize Peer Comparison by entering your own tickers below

Peer Comparison

 MON

Equity Ownership MON  
Go
 
Go
 
Go
Market Cap (Mil USD) 55,160 --- --- ---
# of Institution Owners 1,323 --- --- ---
# of Fund Owners 1667 --- --- ---
% Owned by Institutions 74.39 --- --- ---
% Owned by Funds 31.66 --- --- ---
% Owned by Insiders 0.2 --- --- ---