MIP
Marietta Investment Partners Portfolio holdings
AUM
$457M
This Quarter Return
+6.94%
1 Year Return
+24.31%
3 Year Return
+128.95%
5 Year Return
+251.41%
10 Year Return
+819.82%
AUM
$337M
AUM Growth
+$337M
(+4.6%)
Cap. Flow
+$5.07M
Cap. Flow
% of AUM
1.51%
Top 10 Holdings %
Top 10 Hldgs %
30.36%
Holding
147
New
9
Increased
27
Reduced
43
Closed
10
Top Buys
| 1 |
Encompass Health
EHC
|
$6.91M |
| 2 |
Amazon
AMZN
|
$6.54M |
| 3 |
Centene
CNC
|
$6.37M |
| 4 |
Boston Scientific
BSX
|
$4.49M |
| 5 |
Cintas
CTAS
|
$4.13M |
Top Sells
| 1 |
Caterpillar
CAT
|
$6.05M |
| 2 |
Citizens Financial Group
CFG
|
$5.81M |
| 3 |
KB Financial Group
KB
|
$3.71M |
| 4 |
A.O. Smith
AOS
|
$3.35M |
| 5 |
Lam Research
LRCX
|
$3.17M |
Sector Composition
| 1 | Technology | 21.42% |
| 2 | Healthcare | 17.09% |
| 3 | Industrials | 14.61% |
| 4 | Financials | 14.34% |
| 5 | Consumer Discretionary | 11.34% |
