MPAM

Monarch Partners Asset Management Portfolio holdings

AUM $339M
1-Year Est. Return 2.42%
This Quarter Est. Return
1 Year Est. Return
+2.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1 +$19.4M
2 +$17.7M
3 +$15.4M
4
BDN
Brandywine Realty Trust
BDN
+$14.1M
5
SIG icon
Signet Jewelers
SIG
+$12.4M

Top Sells

1 +$15M
2 +$14.9M
3 +$14.2M
4
SHOO icon
Steven Madden
SHOO
+$10.9M
5
TSEM icon
Tower Semiconductor
TSEM
+$10.7M

Sector Composition

1 Financials 23.7%
2 Industrials 13.71%
3 Consumer Discretionary 13.51%
4 Real Estate 10.58%
5 Healthcare 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-164,703