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
$971M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$3.7M
3
+$3.62M
4
PNR icon
Pentair
PNR
+$2.05M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.52M

Top Sells

1
+$8.66M
2
+$1.73M
3
+$1.51M
4
FISV
Fiserv Inc
FISV
+$1.05M
5
TFX icon
Teleflex
TFX
+$844K

Sector Composition

1 Industrials 35.9%
2 Technology 17.49%
3 Healthcare 16.69%
4 Financials 15.5%
5 Materials 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.97M 0.2%
18,850
-350
52
$1.96M 0.2%
45,900
-1,300
53
$1.87M 0.19%
23,537
-400
54
$1.81M 0.19%
8,572
+74
55
$1.8M 0.19%
26,450
-1,417
56
$1.64M 0.17%
14,413
-600
57
$1.52M 0.16%
+19,420
58
$1.42M 0.15%
13,008
+350
59
$1.41M 0.14%
+17,217
60
$1.34M 0.14%
35,355
-228,358
61
$1.3M 0.13%
17,750
-100
62
$1.28M 0.13%
24,651
-401
63
$1.14M 0.12%
27,208
+892
64
$1.09M 0.11%
9,650
65
$1.08M 0.11%
7,166
66
$1M 0.1%
10,991
+219
67
$969K 0.1%
5,701
68
$904K 0.09%
17,149
-4,348
69
$903K 0.09%
11,678
70
$881K 0.09%
9,400
71
$848K 0.09%
4,250
+764
72
$772K 0.08%
24,320
73
$756K 0.08%
25,479
+1,347
74
$736K 0.08%
8,965
75
$691K 0.07%
10,702
-1,399
1 2
3
4 5