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
$322M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$3.84M
3
+$3.35M
4
ZBRA icon
Zebra Technologies
ZBRA
+$2.56M
5
XPO icon
XPO
XPO
+$2.4M

Top Sells

1
+$7.81M
2
+$5.2M
3
+$5.16M
4
META icon
Meta Platforms (Facebook)
META
+$3.64M
5
ING icon
ING
ING
+$3.4M

Sector Composition

1 Technology 19.93%
2 Financials 18.75%
3 Industrials 16.81%
4 Consumer Discretionary 11.08%
5 Healthcare 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-4,920
152
– –
-12,760
153
– –
-20,899
154
– –
-13,895
3 4 5 6
7