MIP
Marietta Investment Partners Portfolio holdings
AUM
$457M
This Quarter Return
+1.81%
1 Year Return
+24.31%
3 Year Return
+128.95%
5 Year Return
+251.41%
10 Year Return
+819.82%
AUM
$257M
AUM Growth
+$257M
(+0.51%)
Cap. Flow
+$2.76M
Cap. Flow
% of AUM
1.07%
Top 10 Holdings %
Top 10 Hldgs %
32.4%
Holding
120
New
9
Increased
36
Reduced
28
Closed
7
Top Buys
| 1 |
Aptiv
APTV
|
$4.16M |
| 2 |
Mohawk Industries
MHK
|
$3.34M |
| 3 |
Sony
SONY
|
$2.75M |
| 4 |
Mitsubishi UFJ Financial
MUFG
|
$2.59M |
| 5 |
AerCap
AER
|
$2.22M |
Top Sells
| 1 |
Old Dominion Freight Line
ODFL
|
$4.24M |
| 2 |
FedEx
FDX
|
$3.61M |
| 3 |
Southwest Airlines
LUV
|
$2.67M |
| 4 |
TTM
Tata Motors Limited
TTM
|
$2.53M |
| 5 |
ASML
ASML
|
$1.7M |
Sector Composition
| 1 | Healthcare | 21.86% |
| 2 | Industrials | 16.11% |
| 3 | Financials | 13.84% |
| 4 | Technology | 13.75% |
| 5 | Consumer Staples | 10.75% |
