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
$6.61B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$31.9M
2 +$22.6M
3 +$18.7M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$15.8M
5
ALV icon
Autoliv
ALV
+$14.8M

Top Sells

1 +$110M
2 +$51.3M
3 +$39.4M
4
TAK icon
Takeda Pharmaceutical
TAK
+$37M
5
NVS icon
Novartis
NVS
+$31.3M

Sector Composition

1 Healthcare 22.79%
2 Financials 14.28%
3 Energy 13.63%
4 Technology 13.49%
5 Consumer Discretionary 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-33