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
$439M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$5.46M
2
+$4.22M
3
+$3.52M
4
FANG icon
Diamondback Energy
FANG
+$2.23M
5
CNH
CNH Industrial
CNH
+$966K

Top Sells

1
+$4.88M
2
+$4.43M
3
+$3.29M
4
EW icon
Edwards Lifesciences
EW
+$2.6M
5
MELI icon
Mercado Libre
MELI
+$1.56M

Sector Composition

1 Technology 20.56%
2 Industrials 20.45%
3 Financials 15.42%
4 Healthcare 13.12%
5 Consumer Discretionary 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.38M 1.23%
31,280
-6,380
27
$5.28M 1.2%
125,994
-6,200
28
$5.01M 1.14%
47,247
+33,163
29
$4.93M 1.12%
36,897
-559
30
$4.51M 1.03%
12,366
+84
31
$4.29M 0.98%
40,128
-8,400
32
$4.22M 0.96%
+113,515
33
$4.04M 0.92%
27,300
+600
34
$3.87M 0.88%
41,207
+23,757
35
$3.81M 0.87%
21,705
-25,225
36
$3.77M 0.86%
27,956
-100
37
$3.72M 0.85%
51,667
-7,000
38
$3.57M 0.81%
22,954
+770
39
$3.48M 0.79%
55,128
+636
40
$3.43M 0.78%
5,861
-90
41
$3.31M 0.75%
21,446
-705
42
$3.1M 0.71%
27,493
-220
43
$2.99M 0.68%
13,615
+200
44
$2.89M 0.66%
21,596
45
$2.64M 0.6%
21,660
+100
46
$2.52M 0.57%
12,240
-3,264
47
$2.49M 0.57%
95,716
-820
48
$2.47M 0.56%
21,282
-505
49
$2.4M 0.55%
13,039
-898
50
$2.32M 0.53%
10,398
1
2
3 4 5