MPIA
Mountain Pacific Investment Advisers Portfolio holdings
AUM
$1.38B
1-Year Est. Return
15.01%
1 Year Est. Return
+15.01%
AUM
$1.38B
AUM Growth
+$33.3M
(+2.5%)
Holding
145
Top Buys
| 1 | +$5.81M | |
| 2 | +$5.47M | |
| 3 | +$5.41M | |
| 4 |
RAL
Ralliant Corp
RAL
|
+$3.46M |
| 5 |
Merit Medical Systems
MMSI
|
+$2.23M |
Top Sells
| 1 | +$20.5M | |
| 2 | +$12M | |
| 3 | +$4.69M | |
| 4 |
Ziff Davis
ZD
|
+$3.09M |
| 5 |
Fiserv
FI
|
+$2.08M |
Sector Composition
| 1 | Industrials | 46.67% |
| 2 | Technology | 21.54% |
| 3 | Healthcare | 11.75% |
| 4 | Financials | 8.46% |
| 5 | Consumer Staples | 3.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Mine Safety
MSA
$6.46B
| $23M | 1.67% |
137,324
-774
|
|
||
27
Kadant
KAI
$3.56B
| $17.9M | 1.3% |
56,329
-131
|
|
||
28
FTI Consulting
FCN
$4.93B
| $17.2M | 1.24% |
106,257
-158
|
|
||
29
Thermo Fisher Scientific
TMO
$204B
| $16.3M | 1.18% |
40,170
-1,756
|
|
||
30
nVent Electric
NVT
$16B
| $15.4M | 1.11% |
209,717
+1,529
|
|
||
31
Progress Software
PRGS
$1.94B
| $14.5M | 1.05% |
227,626
+91,003
|
|
||
32
Applied Industrial Technologies
AIT
$9.36B
| $14.2M | 1.03% |
61,137
+427
|
|
||
33
Vanguard Short-Term Bond ETF
BSV
$39B
| $13.7M | 0.99% |
174,076
-2,776
|
|
||
34
Winmark
WINA
$1.56B
| $12.8M | 0.93% |
33,797
+2,949
|
|
||
35
Fortive
FTV
$16.5B
| $11.1M | 0.81% |
213,779
-25,465
|
|
||
36
Murphy USA
MUSA
$7.47B
| $10.8M | 0.78% |
26,441
+13,450
|
|
||
37
Costco
COST
$415B
| $9.97M | 0.72% |
10,073
-10
|
|
||
38
Ecolab
ECL
$78.5B
| $9.11M | 0.66% |
33,815
-2,100
|
|
||
|
39
Merit Medical Systems
MMSI
$4.85B
| $8.78M | 0.64% |
93,966
+23,897
|
|
||
40
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.4B
| $7.56M | 0.55% |
95,048
-5,065
|
|
||
41
S&P Global
SPGI
$144B
| $7.55M | 0.55% |
14,312
-1,663
|
|
||
42
CONMED
CNMD
$1.4B
| $7.28M | 0.53% |
139,795
+4,959
|
|
||
43
JPMorgan Chase
JPM
$810B
| $6.39M | 0.46% |
22,057
-807
|
|
||
44
Microsoft
MSFT
$3.82T
| $6.12M | 0.44% |
12,298
-37
|
|
||
45
Veralto
VLTO
$25.5B
| $5.59M | 0.41% |
55,370
-1,716
|
|
||
46
Stride
LRN
$6.32B
| $5.41M | 0.39% |
+37,256
|
|
||
47
Modine Manufacturing
MOD
$8.07B
| $5.26M | 0.38% |
53,354
-15
|
|
||
48
Exxon Mobil
XOM
$479B
| $4.04M | 0.29% |
37,498
+200
|
|
||
49
Automatic Data Processing
ADP
$114B
| $3.99M | 0.29% |
12,931
-450
|
|
||
50
Pentair
PNR
$17.8B
| $3.89M | 0.28% |
37,915
-325
|
|