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
$405M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$6.07M
2
+$6.05M
3
+$5.98M
4
ABNB icon
Airbnb
ABNB
+$5.68M
5
DRI icon
Darden Restaurants
DRI
+$5.53M

Top Sells

1
+$7.34M
2
+$6.66M
3
+$6.07M
4
HD icon
Home Depot
HD
+$4.47M
5
BAP icon
Credicorp
BAP
+$4.06M

Sector Composition

1 Technology 20.72%
2 Industrials 19.05%
3 Financials 15.77%
4 Healthcare 13.28%
5 Consumer Discretionary 10.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.07M 0.51%
9,410
52
$2M 0.49%
6,961
-925
53
$1.96M 0.48%
6,425
-14,638
54
$1.89M 0.47%
89,280
+2,060
55
$1.84M 0.45%
30,870
-5,070
56
$1.83M 0.45%
11,631
-46,571
57
$1.78M 0.44%
3,660
-875
58
$1.65M 0.41%
11,712
-70
59
$1.63M 0.4%
15,531
+1,040
60
$1.52M 0.38%
10,128
61
$1.43M 0.35%
18,884
62
$1.41M 0.35%
10,627
-217
63
$1.32M 0.33%
+14,084
64
$1.31M 0.32%
6,491
+90
65
$1.3M 0.32%
6,155
+193
66
$1.3M 0.32%
5,730
+3,598
67
$1.28M 0.32%
17,450
+11,430
68
$1.28M 0.32%
16,902
+390
69
$1.28M 0.32%
14,620
-110
70
$1.27M 0.31%
13,556
71
$1.22M 0.3%
29,680
72
$1.2M 0.3%
9,441
73
$1.2M 0.3%
20,143
+1,392
74
$1.19M 0.29%
19,940
-160
75
$1.16M 0.29%
5,600
-436
1 2
3
4 5