MIP

Mondrian Investment Partners Portfolio holdings

AUM $5.85B
1-Year Est. Return 11.29%
This Quarter Est. Return
1 Year Est. Return
+11.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.9B
AUM Growth
-$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$66.6M
2 +$26.3M
3 +$24.5M
4
SYT
Syngenta Ag
SYT
+$20.8M
5
MA icon
Mastercard
MA
+$13.6M

Top Sells

1 +$193M
2 +$41.4M
3 +$36.7M
4
SYY icon
Sysco
SYY
+$36.2M
5
CCL icon
Carnival Corp
CCL
+$19.1M

Sector Composition

1 Healthcare 18.11%
2 Financials 14.41%
3 Technology 12.54%
4 Utilities 11.46%
5 Consumer Discretionary 11.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-920,000
102
-1,036,275