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
$736M
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$9.65M
3
+$9.59M
4
HHH icon
Howard Hughes
HHH
+$9.44M
5
CYH icon
Community Health Systems
CYH
+$8.66M

Top Sells

1
+$7.02M
2
+$6.8M
3
+$5.52M
4
LSTR icon
Landstar System
LSTR
+$5.2M
5
EAT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$66K 0.01%
2,463
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5 6 7
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