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
$998M
AUM Growth
-$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$17.3M
3
+$16.4M
4
REVG icon
REV Group
REVG
+$16.3M
5
ACHC icon
Acadia Healthcare
ACHC
+$16.1M

Top Sells

1
+$21.3M
2
+$20.9M
3
+$20M
4
TFX icon
Teleflex
TFX
+$19.2M
5
DCT
DCT Industrial Trust Inc.
DCT
+$18.2M

Sector Composition

1 Financials 18.48%
2 Industrials 15.81%
3 Real Estate 12.96%
4 Consumer Discretionary 10.21%
5 Healthcare 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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