MIP

Mondrian Investment Partners Portfolio holdings

AUM $6.06B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.5B
AUM Growth
-$782M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$110M
2 +$76.5M
3 +$57.9M
4
PLD icon
Prologis
PLD
+$34.8M
5
HDB icon
HDFC Bank
HDB
+$30.9M

Top Sells

1 +$114M
2 +$104M
3 +$101M
4
TRP icon
TC Energy
TRP
+$85.9M
5
NVS icon
Novartis
NVS
+$79.6M

Sector Composition

1 Healthcare 23.78%
2 Financials 14.42%
3 Energy 14.38%
4 Technology 13.37%
5 Consumer Discretionary 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,657
102
-387