MIP
Marietta Investment Partners Portfolio holdings
AUM
$457M
This Quarter Return
+8.39%
1 Year Return
+24.31%
3 Year Return
+128.95%
5 Year Return
+251.41%
10 Year Return
+819.82%
AUM
$248M
AUM Growth
+$248M
(-3.6%)
Cap. Flow
-$660K
Cap. Flow
% of AUM
-0.27%
Top 10 Holdings %
Top 10 Hldgs %
32.07%
Holding
128
New
12
Increased
23
Reduced
35
Closed
10
Top Buys
| 1 |
Trip.com Group
TCOM
|
$2.8M |
| 2 |
Edwards Lifesciences
EW
|
$2.56M |
| 3 |
Extra Space Storage
EXR
|
$1.36M |
| 4 |
Palo Alto Networks
PANW
|
$1.29M |
| 5 |
Alaska Air
ALK
|
$1.24M |
Top Sells
| 1 |
UnitedHealth
UNH
|
$2.86M |
| 2 |
Middleby
MIDD
|
$1.92M |
| 3 |
Sony
SONY
|
$1.9M |
| 4 |
Wabtec
WAB
|
$1.44M |
| 5 |
Union Pacific
UNP
|
$1.34M |
Sector Composition
| 1 | Industrials | 17.92% |
| 2 | Healthcare | 17.27% |
| 3 | Consumer Discretionary | 13.06% |
| 4 | Financials | 12.26% |
| 5 | Consumer Staples | 11.37% |