MPAM
Monarch Partners Asset Management Portfolio holdings
AUM
$339M
This Quarter Return
+9.18%
1 Year Return
+2.42%
3 Year Return
+135%
5 Year Return
+186.87%
10 Year Return
–
AUM
$448M
AUM Growth
+$448M
(-33%)
Cap. Flow
-$252M
Cap. Flow
% of AUM
-56.27%
Top 10 Holdings %
Top 10 Hldgs %
17.42%
Holding
216
New
50
Increased
29
Reduced
66
Closed
48
Top Buys
| 1 |
Thor Industries
THO
|
$7.28M |
| 2 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
$6.63M |
| 3 |
Boise Cascade
BCC
|
$6.31M |
| 4 |
Advanced Energy
AEIS
|
$5.85M |
| 5 |
SUM
Summit Materials, Inc. Class A Common Stock
SUM
|
$5.82M |
Top Sells
| 1 |
Teladoc Health
TDOC
|
$11.3M |
| 2 |
EBSB
Meridian Bancorp, Inc.
EBSB
|
$11M |
| 3 |
WAAS
AquaVenture Holdings Limited
WAAS
|
$11M |
| 4 |
Synovus
SNV
|
$11M |
| 5 |
Brink's
BCO
|
$10.6M |
Sector Composition
| 1 | Financials | 27.97% |
| 2 | Industrials | 16.99% |
| 3 | Consumer Discretionary | 10.83% |
| 4 | Real Estate | 8.73% |
| 5 | Technology | 7.93% |
