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

Top Buys

1 +$252M
2 +$111M
3 +$107M
4
RBA icon
RB Global
RBA
+$82.6M
5
WFC icon
Wells Fargo
WFC
+$64.6M

Top Sells

1 +$142M
2 +$108M
3 +$104M
4
INFY icon
Infosys
INFY
+$67.8M
5
TSM icon
TSMC
TSM
+$59.2M

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