MPAM
Monarch Partners Asset Management Portfolio holdings
AUM
$339M
1-Year Return
2.42%
This Quarter Return
+1.28%
1 Year Return
+2.42%
3 Year Return
+135%
5 Year Return
+186.87%
10 Year Return
–
AUM
$736M
AUM Growth
+$233M
(+46%)
Cap. Flow
+$237M
Cap. Flow
% of AUM
32.22%
Top 10 Holdings %
Top 10 Hldgs %
18.36%
Holding
204
New
37
Increased
66
Reduced
32
Closed
28
Top Buys
| 1 |
Hanover Insurance
THG
|
$11M |
| 2 |
Lazard
LAZ
|
$9.65M |
| 3 |
Deckers Outdoor
DECK
|
$9.59M |
| 4 |
Howard Hughes
HHH
|
$9.44M |
| 5 |
Community Health Systems
CYH
|
$8.66M |
Top Sells
| 1 |
HCC
HCC INSURANCES HOLDINGS INC
HCC
|
$7.02M |
| 2 |
Evercore
EVR
|
$6.8M |
| 3 |
AEC
ASSOCIATED ESTATES REALTY CORP
AEC
|
$5.52M |
| 4 |
Landstar System
LSTR
|
$5.2M |
| 5 |
Brinker International
EAT
|
$4.52M |
Sector Composition
| 1 | Financials | 22.09% |
| 2 | Consumer Discretionary | 15.63% |
| 3 | Technology | 10.16% |
| 4 | Real Estate | 10% |
| 5 | Industrials | 9.32% |
