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
$304M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$3.98M
2 +$2.3M
3 +$1.68M
4
LULU icon
lululemon athletica
LULU
+$1.59M
5
ZTS icon
Zoetis
ZTS
+$1.59M

Top Sells

1 +$7.8M
2 +$5.16M
3 +$4.95M
4
BSX icon
Boston Scientific
BSX
+$4.48M
5
BAP icon
Credicorp
BAP
+$3.73M

Sector Composition

1 Technology 21.34%
2 Financials 17.97%
3 Healthcare 17.49%
4 Industrials 13.68%
5 Consumer Discretionary 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-5,200
152
-26,653