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
$233M
AUM Growth
-$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.49M
3
+$2.26M
4
YUMC icon
Yum China
YUMC
+$1.31M
5
NEE icon
NextEra Energy
NEE
+$664K

Top Sells

1
+$4.21M
2
+$2.59M
3
+$2.39M
4
JPM icon
JPMorgan Chase
JPM
+$2.25M
5
CP icon
Canadian Pacific Kansas City
CP
+$1.93M

Sector Composition

1 Technology 28.88%
2 Healthcare 19.43%
3 Financials 15.89%
4 Consumer Discretionary 9.47%
5 Consumer Staples 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
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