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
76
$686K 0.07%
8,800
77
$637K 0.07%
+4,693
78
$631K 0.07%
8,800
-295
79
$626K 0.06%
4,500
-120
80
$613K 0.06%
6,399
81
$612K 0.06%
11,743
-5,000
82
$571K 0.06%
9,018
-66
83
$566K 0.06%
13,023
-12
84
$513K 0.05%
3,011
+72
85
$499K 0.05%
3,600
-1,669
86
$497K 0.05%
14,773
-181
87
$464K 0.05%
9,698
-700
88
$455K 0.05%
3,800
-88
89
$425K 0.04%
+15,400
90
$420K 0.04%
3,126
+46
91
$419K 0.04%
2,350
-191
92
$406K 0.04%
4,050
93
$393K 0.04%
1,200
94
$383K 0.04%
+1,455
95
$377K 0.04%
2,340
+140
96
$352K 0.04%
11,740
-707
97
$343K 0.04%
+4,296
98
$334K 0.03%
2,275
-1,046
99
$315K 0.03%
2,017
100
$301K 0.03%
2,996
-57
1 2 3
4
5