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
$258M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$2.74M
3
+$2.12M
4
SBNY
Signature Bank
SBNY
+$1.72M
5
GRFS icon
Grifois
GRFS
+$1.32M

Top Sells

1
+$4.86M
2
+$4.68M
3
+$3.56M
4
GXC icon
SPDR S&P China ETF
GXC
+$1.87M
5
EWS icon
iShares MSCI Singapore ETF
EWS
+$1.78M

Sector Composition

1 Industrials 20.43%
2 Financials 16.15%
3 Healthcare 15.94%
4 Consumer Discretionary 13.65%
5 Energy 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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