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
$2.89B
AUM Growth
+$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$93.6M
2 +$60.2M
3 +$38.5M
4
SPGI icon
S&P Global
SPGI
+$31.3M
5
BAP icon
Credicorp
BAP
+$19.3M

Top Sells

1 +$68.6M
2 +$35.6M
3 +$32.7M
4
BABA icon
Alibaba
BABA
+$32.5M
5
TSCO icon
Tractor Supply
TSCO
+$31.2M

Sector Composition

1 Technology 25.67%
2 Healthcare 15.1%
3 Communication Services 12.4%
4 Financials 12.12%
5 Industrials 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-6,979