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
$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
51
$1.76M 0.2%
11,020
-359
52
$1.74M 0.19%
18,878
-200
53
$1.69M 0.19%
13,341
54
$1.64M 0.18%
16,850
-200
55
$1.47M 0.16%
13,528
-285
56
$1.35M 0.15%
12,200
57
$1.31M 0.15%
43,250
-850
58
$1.29M 0.14%
9,850
59
$1.27M 0.14%
25,200
-850
60
$1.26M 0.14%
17,000
-300
61
$1.18M 0.13%
11,500
-200
62
$1.16M 0.13%
24,651
63
$1.07M 0.12%
10,525
+29
64
$1.06M 0.12%
17,149
65
$1.04M 0.12%
26,408
-60
66
$922K 0.1%
29,679
67
$838K 0.09%
7,166
68
$812K 0.09%
7,178
+2,964
69
$800K 0.09%
11,678
70
$792K 0.09%
3,878
+128
71
$777K 0.09%
8,565
-100
72
$749K 0.08%
8,905
-495
73
$732K 0.08%
8,800
74
$654K 0.07%
4,950
-215
75
$638K 0.07%
5,325
-376