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
$5.24B
AUM Growth
+$561M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$109M
2 +$67.1M
3 +$59.1M
4
ATHM icon
Autohome
ATHM
+$52.8M
5
SABR icon
Sabre
SABR
+$46.9M

Top Sells

1 +$68.3M
2 +$46.2M
3 +$31.8M
4
PPL icon
PPL Corp
PPL
+$29.3M
5
SYF icon
Synchrony
SYF
+$14.4M

Sector Composition

1 Financials 20.7%
2 Technology 17.73%
3 Healthcare 16%
4 Communication Services 14.87%
5 Industrials 11.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-15,309