MIP

Marietta Investment Partners Portfolio holdings

AUM $457M
1-Year Est. Return 24.31%
This Quarter Est. Return
1 Year Est. Return
+24.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$301M
AUM Growth
+$67.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$4.52M
2
+$4.42M
3
+$4.29M
4
AMZN icon
Amazon
AMZN
+$2.58M
5
TEAM icon
Atlassian
TEAM
+$2.55M

Top Sells

1
+$4.4M
2
+$1.43M
3
+$1.07M
4
AEP icon
American Electric Power
AEP
+$1.06M
5
TSM icon
TSMC
TSM
+$1.04M

Sector Composition

1 Technology 29.98%
2 Healthcare 17.86%
3 Financials 15.58%
4 Consumer Discretionary 9.89%
5 Industrials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.26M 0.42%
8,737
52
$1.26M 0.42%
17,780
+3,940
53
$1.24M 0.41%
14,141
54
$1.19M 0.4%
13,337
-65
55
$1.15M 0.38%
20,770
-200
56
$1.14M 0.38%
+11,617
57
$1.11M 0.37%
9,972
58
$1.11M 0.37%
9,609
+3,818
59
$1.07M 0.36%
10,128
60
$1.05M 0.35%
6,986
+1,546
61
$907K 0.3%
14,710
-100
62
$858K 0.29%
26,540
-500
63
$852K 0.28%
4,538
64
$813K 0.27%
11,048
-50
65
$788K 0.26%
4,800
66
$784K 0.26%
12,550
-400
67
$781K 0.26%
9,670
68
$757K 0.25%
14,395
+8,450
69
$710K 0.24%
10,332
70
$697K 0.23%
14,510
-29,825
71
$678K 0.23%
4,840
-3,420
72
$673K 0.22%
1,480
-25
73
$672K 0.22%
7,553
-5,942
74
$670K 0.22%
11,796
-18,240
75
$656K 0.22%
10,970
1 2
3
4 5