MIP

Marietta Investment Partners Portfolio holdings

AUM $519M
1-Year Est. Return 37.6%
This Quarter Est. Return
1 Year Est. Return
+37.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$352M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$4.12M
3
+$2.6M
4
LNC icon
Lincoln National
LNC
+$2.04M
5
AMP icon
Ameriprise Financial
AMP
+$1.89M

Top Sells

1
+$6.55M
2
+$4.85M
3
+$4.16M
4
KB icon
KB Financial Group
KB
+$1.41M
5
MELI icon
Mercado Libre
MELI
+$1.28M

Sector Composition

1 Industrials 21.94%
2 Financials 19.99%
3 Technology 15.14%
4 Consumer Discretionary 9.79%
5 Healthcare 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.66M 1.32%
79,591
-24,140
27
$4.37M 1.24%
22,025
-30
28
$4.21M 1.2%
35,298
+3,650
29
$4.11M 1.17%
27,160
30
$3.92M 1.11%
40,527
31
$3.9M 1.11%
210,983
-32,680
32
$3.88M 1.1%
45,397
+400
33
$3.67M 1.04%
29,341
-619
34
$3.53M 1%
68,734
+930
35
$3.17M 0.9%
16,113
+24
36
$3.08M 0.87%
114,660
37
$3.04M 0.86%
39,533
+26,478
38
$3.01M 0.85%
25,063
+25
39
$2.64M 0.75%
8,210
+60
40
$2.61M 0.74%
21,646
41
$2.6M 0.74%
+16,624
42
$2.53M 0.72%
27,496
+25
43
$2.32M 0.66%
34,704
+680
44
$2.29M 0.65%
17,038
+710
45
$2.16M 0.61%
15,034
-1,141
46
$2.14M 0.61%
12,822
+11,178
47
$2.04M 0.58%
46,236
-109,983
48
$1.91M 0.54%
10,948
49
$1.89M 0.54%
+11,164
50
$1.89M 0.54%
+209,725
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