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
51
$2.18M 0.5%
13,127
52
$2.16M 0.49%
11,605
-26
53
$2.12M 0.48%
8,773
+3,900
54
$1.99M 0.45%
6,229
-196
55
$1.98M 0.45%
1,271
-999
56
$1.95M 0.44%
29,910
-960
57
$1.92M 0.44%
6,961
58
$1.84M 0.42%
3,478
-182
59
$1.79M 0.41%
8,125
-1,285
60
$1.72M 0.39%
10,128
61
$1.65M 0.38%
15,783
+252
62
$1.64M 0.37%
10,627
63
$1.63M 0.37%
5,841
-650
64
$1.62M 0.37%
83,430
-5,850
65
$1.61M 0.37%
11,353
-359
66
$1.59M 0.36%
9,180
+4,120
67
$1.43M 0.33%
5,810
+80
68
$1.39M 0.32%
18,884
69
$1.34M 0.3%
8,728
-21,486
70
$1.33M 0.3%
9,493
+52
71
$1.31M 0.3%
19,143
-1,000
72
$1.29M 0.29%
29,680
73
$1.28M 0.29%
4,995
-1,160
74
$1.28M 0.29%
5,175
-80
75
$1.26M 0.29%
82,100
+14,300
1 2
3
4 5