MPIA

Mountain Pacific Investment Advisers Portfolio holdings

AUM $617M
1-Year Est. Return 12.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$897M
AUM Growth
-$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1 +$8.29M
2 +$2.72M
3 +$2.53M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.74M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.37M

Top Sells

1 +$16.8M
2 +$8.96M
3 +$5.03M
4
COL
Rockwell Collins
COL
+$3.47M
5
HDS
HD Supply Holdings, Inc.
HDS
+$1.13M

Sector Composition

1 Industrials 33.05%
2 Technology 18.66%
3 Healthcare 15.83%
4 Financials 14.26%
5 Materials 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-2,913
277
-24,676
278
-200
279
-1
280
-48
281
-2,500
282
-974