MHAM

Monroe Hall Asset Management Portfolio holdings

AUM $345M
1-Year Est. Return 6.87%
This Quarter Est. Return
1 Year Est. Return
+6.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$345M
AUM Growth
-$5.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$29.1M
2 +$18.3M
3 +$11.6M
4
MLM icon
Martin Marietta Materials
MLM
+$10M
5
FOSL icon
Fossil Group
FOSL
+$6.39M

Top Sells

1 +$19.5M
2 +$15.1M
3 +$10.6M
4
TMO icon
Thermo Fisher Scientific
TMO
+$10.3M
5
ENDP
Endo International plc
ENDP
+$8.69M

Sector Composition

1 Consumer Discretionary 29.15%
2 Materials 18.24%
3 Communication Services 16.85%
4 Healthcare 11.86%
5 Real Estate 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
POT
26
DELISTED
Potash Corp Of Saskatchewan
POT
0