MPIA

Mountain Pacific Investment Advisers Portfolio holdings

AUM $1.38B
1-Year Est. Return 15.01%
This Quarter Est. Return
1 Year Est. Return
+15.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.63B
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$6.38M
2
+$4.55M
3
+$3.27M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.13M
5
CHD icon
Church & Dwight Co
CHD
+$2.98M

Top Sells

1
+$4.83M
2
+$2.35M
3
+$1.53M
4
MTB icon
M&T Bank
MTB
+$1.29M
5
DHR icon
Danaher
DHR
+$752K

Sector Composition

1 Industrials 36.47%
2 Technology 22.32%
3 Healthcare 16.17%
4 Financials 12.05%
5 Consumer Staples 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.83M 0.3%
29,914
52
$4.02M 0.25%
14,249
-70
53
$3.95M 0.24%
8,795
54
$3.9M 0.24%
33,034
+5
55
$3.78M 0.23%
26,707
-993
56
$3.21M 0.2%
16,060
+89
57
$3.11M 0.19%
22,242
-329
58
$2.96M 0.18%
15,141
-1,937
59
$2.92M 0.18%
90,161
-4,018
60
$2.42M 0.15%
22,425
-693
61
$2.4M 0.15%
40,809
-200
62
$2.36M 0.14%
11,409
+2
63
$2.15M 0.13%
+150,999
64
$2.1M 0.13%
10,061
-108
65
$2M 0.12%
13,424
-8,662
66
$1.87M 0.11%
40,243
-119
67
$1.58M 0.1%
10,535
-919
68
$1.57M 0.1%
18,398
+27
69
$1.38M 0.08%
5,756
-519
70
$1.37M 0.08%
8,115
71
$1.37M 0.08%
19,272
+11,080
72
$1.3M 0.08%
24,379
73
$1.28M 0.08%
14,948
-80
74
$1.28M 0.08%
27,588
-555
75
$1.27M 0.08%
5,720
+764
1 2
3
4 5