MPAM

Monarch Partners Asset Management Portfolio holdings

AUM $339M
1-Year Est. Return 2.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+2.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$820M
AUM Growth
+$83.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$12.5M
3
+$12.2M
4
OHI icon
Omega Healthcare
OHI
+$12M
5
PRA icon
ProAssurance
PRA
+$11.9M

Top Sells

1
+$12.6M
2
+$12.5M
3
+$11.9M
4
PEGI
Pattern Energy Group Inc. Class A
PEGI
+$10.5M
5
STAG icon
STAG Industrial
STAG
+$9.72M

Sector Composition

1 Financials 21.54%
2 Consumer Discretionary 13.27%
3 Real Estate 10.52%
4 Industrials 9.69%
5 Technology 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
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