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
$4.67B
AUM Growth
+$627M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$301M
2 +$96.6M
3 +$96.2M
4
RBA icon
RB Global
RBA
+$61.9M
5
PGR icon
Progressive
PGR
+$54.4M

Top Sells

1 +$176M
2 +$104M
3 +$103M
4
INFY icon
Infosys
INFY
+$67.9M
5
TSM icon
TSMC
TSM
+$62.8M

Sector Composition

1 Technology 18.23%
2 Financials 17.42%
3 Healthcare 16.24%
4 Communication Services 15.59%
5 Industrials 12.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-173,939
127
-1,226,096