MIP
Marietta Investment Partners Portfolio holdings
AUM
$457M
This Quarter Return
-13.43%
1 Year Return
+24.31%
3 Year Return
+128.95%
5 Year Return
+251.41%
10 Year Return
+819.82%
AUM
$233M
AUM Growth
+$233M
(-24%)
Cap. Flow
-$25.4M
Cap. Flow
% of AUM
-10.93%
Top 10 Holdings %
Top 10 Hldgs %
40.22%
Holding
151
New
4
Increased
38
Reduced
53
Closed
29
Top Buys
| 1 |
AMED
Amedisys
AMED
|
$2.77M |
| 2 |
Nice
NICE
|
$2.49M |
| 3 |
Apple
AAPL
|
$2.26M |
| 4 |
Yum China
YUMC
|
$1.31M |
| 5 |
NextEra Energy, Inc.
NEE
|
$664K |
Top Sells
| 1 |
Stryker
SYK
|
$4.21M |
| 2 |
Woodward
WWD
|
$2.59M |
| 3 |
lululemon athletica
LULU
|
$2.39M |
| 4 |
JPMorgan Chase
JPM
|
$2.25M |
| 5 |
Canadian Pacific Kansas City
CP
|
$1.93M |
Sector Composition
| 1 | Technology | 28.88% |
| 2 | Healthcare | 19.43% |
| 3 | Financials | 15.89% |
| 4 | Consumer Discretionary | 9.47% |
| 5 | Consumer Staples | 9.26% |