MIP
Marietta Investment Partners Portfolio holdings
AUM
$457M
1-Year Return
24.31%
This Quarter Return
+6.87%
1 Year Return
+24.31%
3 Year Return
+128.95%
5 Year Return
+251.41%
10 Year Return
+819.82%
AUM
$352M
AUM Growth
+$17.9M
(+5.4%)
Cap. Flow
+$2.21M
Cap. Flow
% of AUM
0.63%
Top 10 Holdings %
Top 10 Hldgs %
32.38%
Holding
148
New
15
Increased
38
Reduced
40
Closed
10
Top Buys
| 1 |
United Rentals
URI
|
$4.44M |
| 2 |
Caterpillar
CAT
|
$4.12M |
| 3 |
Deere & Co
DE
|
$2.6M |
| 4 |
Lincoln National
LNC
|
$2.04M |
| 5 |
Ameriprise Financial
AMP
|
$1.89M |
Top Sells
| 1 |
CELG
Celgene Corp
CELG
|
$6.55M |
| 2 |
Trip.com Group
TCOM
|
$4.85M |
| 3 |
CBD
Companhia Brasileira de Distribuicao
CBD
|
$4.16M |
| 4 |
KB Financial Group
KB
|
$1.41M |
| 5 |
Mercado Libre
MELI
|
$1.28M |
Sector Composition
| 1 | Industrials | 21.94% |
| 2 | Financials | 19.99% |
| 3 | Technology | 15.14% |
| 4 | Consumer Discretionary | 9.79% |
| 5 | Healthcare | 9.05% |
