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
$459M
AUM Growth
+$79.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$9.06M
2
+$6.88M
3
+$5.94M
4
BKU icon
Bankunited
BKU
+$5.66M
5
AEC
ASSOCIATED ESTATES REALTY CORP
AEC
+$5.25M

Top Sells

1
+$5.85M
2
+$5.01M
3
+$3.55M
4
URI icon
United Rentals
URI
+$3.54M
5
WOR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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165
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-87,968
166
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-192,906
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