MPIA

Mountain Pacific Investment Advisers Portfolio holdings

AUM $639M
1-Year Est. Return 9.51%
This Quarter Est. Return
1 Year Est. Return
+9.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$951M
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1 +$14.1M
2 +$4.87M
3 +$4.22M
4
CHD icon
Church & Dwight Co
CHD
+$3.63M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$2.52M

Top Sells

1 +$17.2M
2 +$8.43M
3 +$5.39M
4
MTB icon
M&T Bank
MTB
+$2.46M
5
WFC icon
Wells Fargo
WFC
+$2.23M

Sector Composition

1 Industrials 36.03%
2 Healthcare 17.34%
3 Technology 17.27%
4 Financials 15.01%
5 Materials 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$18M 1.89%
343,140
+8,100
27
$16.9M 1.77%
424,594
-1,324
28
$16.3M 1.72%
358,307
+3,465
29
$15.8M 1.67%
118,110
-14,780
30
$14.9M 1.56%
316,795
+89,810
31
$14.8M 1.55%
370,608
32
$14.4M 1.51%
318,255
+8,384
33
$14.1M 1.49%
+608,535
34
$13.7M 1.44%
206,450
+73,505
35
$12.4M 1.3%
65,075
-1,330
36
$11.2M 1.17%
82,720
-39,950
37
$10.6M 1.11%
263,713
-5,550
38
$9.37M 0.99%
174,826
-400
39
$9.17M 0.96%
670,680
-1,400
40
$5.03M 0.53%
37,101
-62,152
41
$4.74M 0.5%
78,066
-36,735
42
$4.23M 0.45%
52,701
-1,112
43
$4.1M 0.43%
29,345
+175
44
$4.05M 0.43%
48,415
-2,725
45
$3.2M 0.34%
29,961
+14
46
$2.81M 0.3%
15,085
-300
47
$2.29M 0.24%
19,200
-550
48
$2.28M 0.24%
13,674
+100
49
$2.28M 0.24%
11,575
50
$2.27M 0.24%
47,200
-1,250