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
$308M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$6.43M
2
+$5.56M
3
+$5.42M
4
WOOF
VCA Inc.
WOOF
+$3.37M
5
ALGN icon
Align Technology
ALGN
+$2.81M

Top Sells

1
+$6.87M
2
+$6.53M
3
+$6.03M
4
SBUX icon
Starbucks
SBUX
+$4.02M
5
NVO icon
Novo Nordisk
NVO
+$2.25M

Sector Composition

1 Industrials 18.27%
2 Healthcare 12.56%
3 Consumer Staples 12.24%
4 Technology 11.12%
5 Financials 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-3,920
158
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159
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160
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-9,040
161
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-48,290
162
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-139,207
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