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
76
$1.26M 0.08%
5,932
-74
77
$1.19M 0.07%
50,600
-100,000
78
$1.13M 0.07%
6,630
-250
79
$1.08M 0.07%
4,840
80
$1.07M 0.07%
3,252
-97
81
$1.03M 0.06%
9,450
-100
82
$963K 0.06%
6,562
-240
83
$939K 0.06%
2,188
84
$929K 0.06%
5,738
85
$912K 0.06%
21,500
-1,836
86
$888K 0.05%
8,749
-195
87
$880K 0.05%
8,844
88
$738K 0.05%
2,703
89
$731K 0.04%
3,033
+2
90
$722K 0.04%
8,300
91
$705K 0.04%
6,100
92
$704K 0.04%
3,450
93
$690K 0.04%
3,250
-49
94
$682K 0.04%
12,998
+145
95
$679K 0.04%
12,572
-1,181
96
$634K 0.04%
12,248
97
$621K 0.04%
14,620
-1,600
98
$601K 0.04%
11,983
+5,000
99
$571K 0.04%
7,500
100
$561K 0.03%
13,053