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
$1.34B
AUM Growth
-$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$2.16M
3
+$1.88M
4
WINA icon
Winmark
WINA
+$1.18M
5
UFPT icon
UFP Technologies
UFPT
+$624K

Top Sells

1
+$55.2M
2
+$32.7M
3
+$28.4M
4
AME icon
Ametek
AME
+$19.4M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$18.1M

Sector Composition

1 Industrials 43.87%
2 Technology 21.1%
3 Healthcare 15.93%
4 Financials 7.66%
5 Consumer Staples 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.16M 0.24%
41,162
-370,006
52
$3.06M 0.23%
42,429
-1,050
53
$2.94M 0.22%
50,702
-1,755
54
$2.87M 0.21%
16,708
-706
55
$2.86M 0.21%
71,971
-250
56
$2.78M 0.21%
19,038
-2,348
57
$2.72M 0.2%
16,507
-1,229
58
$2.66M 0.2%
25,625
-3,550
59
$2.55M 0.19%
10,770
-214
60
$2.5M 0.19%
25,000
+5,000
61
$2.22M 0.17%
39,547
-3,577
62
$2.21M 0.16%
16,775
-501
63
$2.16M 0.16%
+10,000
64
$2.06M 0.15%
15,610
-96,606
65
$2M 0.15%
37,571
-102,427
66
$1.9M 0.14%
7,276
67
$1.77M 0.13%
5,726
-662
68
$1.73M 0.13%
45,301
-1,445
69
$1.64M 0.12%
5,244
-160
70
$1.58M 0.12%
23,402
71
$1.4M 0.1%
8,889
+93
72
$1.32M 0.1%
9,100
-300
73
$1.29M 0.1%
7,853
+1,346
74
$1.21M 0.09%
4,591
-25
75
$1.17M 0.09%
19,663
-4,280
1 2
3
4 5