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
$300M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$12M
2 +$5.52M
3 +$4.47M
4
CPA icon
Copa Holdings
CPA
+$4.03M
5
HII icon
Huntington Ingalls Industries
HII
+$3.76M

Top Sells

1 +$6.88M
2 +$6.82M
3 +$6.39M
4
NXPI icon
NXP Semiconductors
NXPI
+$5.12M
5
ORLY icon
O'Reilly Automotive
ORLY
+$4.78M

Sector Composition

1 Industrials 21.2%
2 Financials 18.44%
3 Technology 14.12%
4 Energy 9.08%
5 Consumer Discretionary 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-5,000
152
-9,372