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
51
$1.71M 0.48%
14,828
-90
52
$1.62M 0.46%
24,328
53
$1.62M 0.46%
15,656
+370
54
$1.54M 0.44%
37,672
-200
55
$1.53M 0.44%
18,884
56
$1.53M 0.43%
7,499
-2,772
57
$1.41M 0.4%
18,899
58
$1.4M 0.4%
9,492
-16
59
$1.35M 0.38%
98,528
60
$1.33M 0.38%
56,648
-176,404
61
$1.32M 0.37%
202,679
62
$1.31M 0.37%
29,680
63
$1.31M 0.37%
22,948
+31
64
$1.26M 0.36%
21,170
+370
65
$1.25M 0.36%
13,312
-108
66
$1.22M 0.35%
9,677
67
$1.18M 0.34%
10,128
68
$1.14M 0.33%
17,201
-60
69
$1.14M 0.32%
3,850
70
$1.13M 0.32%
5,923
+140
71
$1.1M 0.31%
7,272
+900
72
$1.09M 0.31%
24,840
-250
73
$1.03M 0.29%
9,804
+280
74
$1.02M 0.29%
+18,199
75
$993K 0.28%
3,117
-100
1 2
3
4 5