MPAM
Monarch Partners Asset Management Portfolio holdings
AUM
$339M
This Quarter Return
+10.97%
1 Year Return
+2.42%
3 Year Return
+135%
5 Year Return
+186.87%
10 Year Return
–
AUM
$459M
AUM Growth
+$459M
(+21%)
Cap. Flow
+$51M
Cap. Flow
% of AUM
11.11%
Top 10 Holdings %
Top 10 Hldgs %
19.39%
Holding
166
New
39
Increased
55
Reduced
35
Closed
33
Top Buys
| 1 |
Helen of Troy
HELE
|
$9.06M |
| 2 |
HF
HFF Inc.
HF
|
$6.88M |
| 3 |
SWI
SOLARWINDS INC COM STK (DE)
SWI
|
$5.94M |
| 4 |
Bankunited
BKU
|
$5.66M |
| 5 |
AEC
ASSOCIATED ESTATES REALTY CORP
AEC
|
$5.25M |
Top Sells
| 1 |
Polaris
PII
|
$5.85M |
| 2 |
Ethan Allen Interiors
ETD
|
$5.01M |
| 3 |
TESO
Tesco Corp
TESO
|
$3.55M |
| 4 |
United Rentals
URI
|
$3.54M |
| 5 |
Worthington Enterprises
WOR
|
$3.39M |
Sector Composition
| 1 | Financials | 16.6% |
| 2 | Consumer Discretionary | 16.33% |
| 3 | Real Estate | 13.49% |
| 4 | Industrials | 11.72% |
| 5 | Technology | 10.09% |
