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
$322M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$3.84M
3
+$3.35M
4
ZBRA icon
Zebra Technologies
ZBRA
+$2.56M
5
XPO icon
XPO
XPO
+$2.4M

Top Sells

1
+$7.81M
2
+$5.2M
3
+$5.16M
4
META icon
Meta Platforms (Facebook)
META
+$3.64M
5
ING icon
ING
ING
+$3.4M

Sector Composition

1 Technology 19.93%
2 Financials 18.75%
3 Industrials 16.81%
4 Consumer Discretionary 11.08%
5 Healthcare 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.48M 0.46%
+37,690
52
$1.46M 0.45%
18,899
53
$1.44M 0.45%
6,391
-22,899
54
$1.44M 0.45%
+20,988
55
$1.4M 0.43%
22,948
56
$1.39M 0.43%
29,680
57
$1.34M 0.42%
12,622
-390
58
$1.31M 0.41%
29,546
+20,190
59
$1.3M 0.4%
9,435
60
$1.29M 0.4%
3,852
+2
61
$1.29M 0.4%
32,772
62
$1.29M 0.4%
18,884
63
$1.25M 0.39%
23,958
+4,596
64
$1.21M 0.37%
13,591
+612
65
$1.19M 0.37%
98,528
66
$1.06M 0.33%
21,968
+878
67
$1.05M 0.33%
10,128
68
$945K 0.29%
9,670
69
$938K 0.29%
15,489
+2,214
70
$930K 0.29%
24,840
71
$919K 0.29%
8,769
+207
72
$914K 0.28%
14,141
-3,060
73
$905K 0.28%
6,416
+2,060
74
$847K 0.26%
+15,725
75
$840K 0.26%
3,836
+200
1 2
3
4 5