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
$1.11B
AUM Growth
+$3.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$12.6M
3
+$7.19M
4
GNRC icon
Generac Holdings
GNRC
+$6.83M
5
AIZ icon
Assurant
AIZ
+$4.14M

Top Sells

1
+$40.1M
2
+$4.39M
3
+$3.61M
4
FI icon
Fiserv
FI
+$2.79M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.02M

Sector Composition

1 Industrials 34.34%
2 Technology 19.97%
3 Healthcare 16.17%
4 Financials 13.93%
5 Materials 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$935K 0.08%
15,498
+1,500
77
$829K 0.07%
4,899
78
$784K 0.07%
4,560
79
$768K 0.07%
12,100
80
$755K 0.07%
8,900
81
$740K 0.07%
3,190
+900
82
$710K 0.06%
3,671
83
$670K 0.06%
4,437
-178
84
$666K 0.06%
24,320
85
$640K 0.06%
7,030
86
$626K 0.06%
11,495
-700
87
$625K 0.06%
3,003
88
$582K 0.05%
20,382
+7,875
89
$571K 0.05%
1,500
-400
90
$536K 0.05%
14,750
91
$515K 0.05%
7,000
-900
92
$506K 0.05%
4,949
-251
93
$499K 0.04%
7,250
94
$478K 0.04%
14,035
95
$438K 0.04%
15,020
-1,007
96
$433K 0.04%
4,050
97
$433K 0.04%
2,017
98
$432K 0.04%
1,455
99
$406K 0.04%
14,505
100
$402K 0.04%
5,003
2 3
4
5 6