MIP
Marietta Investment Partners Portfolio holdings
AUM
$457M
This Quarter Return
+6.15%
1 Year Return
+24.31%
3 Year Return
+128.95%
5 Year Return
+251.41%
10 Year Return
+819.82%
AUM
$311M
AUM Growth
+$311M
(+3.6%)
Cap. Flow
-$1.05M
Cap. Flow
% of AUM
-0.34%
Top 10 Holdings %
Top 10 Hldgs %
33.54%
Holding
142
New
11
Increased
17
Reduced
47
Closed
11
Top Buys
| 1 |
East-West Bancorp
EWBC
|
$6.15M |
| 2 |
Alibaba
BABA
|
$5.52M |
| 3 |
Aptiv
APTV
|
$3.78M |
| 4 |
Copa Holdings
CPA
|
$2.63M |
| 5 |
NetEase
NTES
|
$2.38M |
Top Sells
| 1 |
BHP
BHP
|
$6.24M |
| 2 |
Schlumberger
SLB
|
$4.11M |
| 3 |
TAL Education Group
TAL
|
$4.1M |
| 4 |
United Rentals
URI
|
$2.76M |
| 5 |
Lockheed Martin
LMT
|
$1.95M |
Sector Composition
| 1 | Financials | 20.5% |
| 2 | Industrials | 19.27% |
| 3 | Technology | 14.64% |
| 4 | Consumer Discretionary | 12.52% |
| 5 | Healthcare | 7.81% |
