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
51
$2.23M 0.23%
23,040
-150
52
$2.2M 0.23%
23,937
-330
53
$1.92M 0.2%
33,701
-150
54
$1.88M 0.2%
15,013
+199
55
$1.8M 0.19%
27,867
+4,850
56
$1.77M 0.19%
8,498
+3,501
57
$1.52M 0.16%
12,658
-100
58
$1.47M 0.16%
17,850
59
$1.18M 0.12%
21,497
-313,351
60
$1.16M 0.12%
25,052
-75
61
$1.15M 0.12%
5,701
-125
62
$1.13M 0.12%
9,650
+100
63
$1.11M 0.12%
26,316
+868
64
$1.03M 0.11%
7,166
65
$1.01M 0.11%
12,101
-5,376
66
$954K 0.1%
11,678
+341
67
$921K 0.1%
10,772
-30
68
$837K 0.09%
9,400
69
$820K 0.09%
8,965
-100
70
$813K 0.09%
4,620
-70
71
$794K 0.08%
24,132
+525
72
$774K 0.08%
5,269
73
$738K 0.08%
24,320
74
$706K 0.07%
8,800
75
$691K 0.07%
3,486
+150