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
$665M
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$12M
2 +$11.9M
3 +$11.7M
4
TDOC icon
Teladoc Health
TDOC
+$11.3M
5
ALE icon
Allete
ALE
+$10.5M

Top Sells

1 +$13.6M
2 +$12.7M
3 +$12.7M
4
PE
PARSLEY ENERGY INC
PE
+$12.6M
5
AIMC
Altra Industrial Motion Corp
AIMC
+$12.2M

Sector Composition

1 Financials 22.61%
2 Industrials 19.37%
3 Real Estate 15.72%
4 Consumer Discretionary 9.15%
5 Healthcare 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-52,030
202
-22,410