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
$4.95B
AUM Growth
-$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$136M
2 +$46.4M
3 +$33.9M
4
BAP icon
Credicorp
BAP
+$31.8M
5
BIDU icon
Baidu
BIDU
+$25.8M

Top Sells

1 +$93.6M
2 +$60.5M
3 +$53.1M
4
DUK icon
Duke Energy
DUK
+$46.2M
5
SYF icon
Synchrony
SYF
+$43.7M

Sector Composition

1 Financials 21.26%
2 Technology 16.53%
3 Healthcare 15.8%
4 Communication Services 14.36%
5 Industrials 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-16,248
127
-585,721
128
-78,344