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
$386M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$6.59M
2
+$4.44M
3
+$4.28M
4
ANET icon
Arista Networks
ANET
+$4.17M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.19M

Top Sells

1
+$10.1M
2
+$5.84M
3
+$3.91M
4
PGR icon
Progressive
PGR
+$1.38M
5
ENPH icon
Enphase Energy
ENPH
+$1.22M

Sector Composition

1 Technology 32.45%
2 Industrials 15.48%
3 Healthcare 12.73%
4 Financials 9.17%
5 Consumer Discretionary 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.87M 0.49%
3,833
+2,185
52
$1.83M 0.48%
43,188
-9,734
53
$1.83M 0.48%
3,910
54
$1.72M 0.45%
11,840
+40
55
$1.72M 0.45%
17,362
+3,574
56
$1.7M 0.44%
14,926
-2,790
57
$1.64M 0.43%
12,618
+4,074
58
$1.55M 0.4%
202,134
+3,492
59
$1.5M 0.39%
10,128
60
$1.48M 0.38%
4,760
-90
61
$1.45M 0.38%
80,350
+200
62
$1.4M 0.36%
16,150
+50
63
$1.35M 0.35%
+13,382
64
$1.27M 0.33%
29,680
65
$1.25M 0.32%
+6,808
66
$1.23M 0.32%
3,237
+42
67
$1.22M 0.32%
13,800
68
$1.21M 0.31%
3,100
+584
69
$1.18M 0.31%
6,880
+48
70
$1.11M 0.29%
28,329
-194
71
$1.1M 0.28%
9,670
72
$1.09M 0.28%
5,286
+24
73
$1.09M 0.28%
12,989
74
$1.07M 0.28%
2,638
-38
75
$1.04M 0.27%
8,575
1 2
3
4 5