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
$6.33B
AUM Growth
+$1.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$108M
2 +$100M
3 +$99.2M
4
SONY icon
Sony
SONY
+$91.9M
5
ALV icon
Autoliv
ALV
+$87.1M

Top Sells

1 +$84.8M
2 +$83.3M
3 +$61.7M
4
PBR icon
Petrobras
PBR
+$28.8M
5
CNC icon
Centene
CNC
+$24.4M

Sector Composition

1 Healthcare 21.27%
2 Technology 14.96%
3 Financials 14.7%
4 Energy 14.06%
5 Communication Services 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,484
102
-1,424
103
-3,032