MIP
Marietta Investment Partners Portfolio holdings
AUM
$457M
This Quarter Return
+11.41%
1 Year Return
+24.31%
3 Year Return
+128.95%
5 Year Return
+251.41%
10 Year Return
+819.82%
AUM
$359M
AUM Growth
+$359M
(+1.7%)
Cap. Flow
-$19.1M
Cap. Flow
% of AUM
-5.32%
Top 10 Holdings %
Top 10 Hldgs %
34.45%
Holding
173
New
5
Increased
56
Reduced
37
Closed
18
Top Buys
| 1 |
Mercado Libre
MELI
|
$4.1M |
| 2 |
Ferrari
RACE
|
$3.18M |
| 3 |
W.W. Grainger
GWW
|
$2.08M |
| 4 |
HDFC Bank
HDB
|
$1.86M |
| 5 |
Vale
VALE
|
$1.53M |
Top Sells
| 1 |
JD.com
JD
|
$5.42M |
| 2 |
Regions Financial
RF
|
$4.54M |
| 3 |
Cigna
CI
|
$4.39M |
| 4 |
W.R. Berkley
WRB
|
$4.12M |
| 5 |
Edwards Lifesciences
EW
|
$2.4M |
Sector Composition
| 1 | Technology | 29.78% |
| 2 | Industrials | 13.9% |
| 3 | Financials | 12.43% |
| 4 | Healthcare | 12.08% |
| 5 | Consumer Discretionary | 8.94% |
