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
$1.08B
AUM Growth
+$9.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$18.8M
3
+$17.9M
4
AHL
ASPEN Insurance Holding Limited
AHL
+$16.4M
5
STAG icon
STAG Industrial
STAG
+$14M

Top Sells

1
+$19.8M
2
+$16.1M
3
+$15.8M
4
KS
KapStone Paper and Pack Corp.
KS
+$11.4M
5
CALD
Callidus Software, Inc.
CALD
+$10.8M

Sector Composition

1 Financials 23.2%
2 Industrials 17.62%
3 Consumer Discretionary 11.83%
4 Real Estate 10.05%
5 Healthcare 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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