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
$6.5B
AUM Growth
-$782M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$110M
2 +$84.4M
3 +$48M
4
PLD icon
Prologis
PLD
+$39.6M
5
HDB icon
HDFC Bank
HDB
+$31.7M

Top Sells

1 +$133M
2 +$125M
3 +$112M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$101M
5
NVS icon
Novartis
NVS
+$88.4M

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