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
$4.87B
AUM Growth
-$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$259M
2 +$153M
3 +$124M
4
META icon
Meta Platforms (Facebook)
META
+$78.8M
5
VALE icon
Vale
VALE
+$47.4M

Top Sells

1 +$133M
2 +$117M
3 +$83.1M
4
INFY icon
Infosys
INFY
+$73.1M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$57.1M

Sector Composition

1 Financials 20.78%
2 Healthcare 17.76%
3 Communication Services 13.34%
4 Technology 12.95%
5 Energy 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,488
127
-1,842
128
-689
129
-870,191
130
-142,408
131
-492,779
132
-1,173
133
-18,199