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
$815M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$2.88M
2 +$2.31M
3 +$1.3M
4
MTB icon
M&T Bank
MTB
+$934K
5
ITW icon
Illinois Tool Works
ITW
+$817K

Top Sells

1 +$6.95M
2 +$1.15M
3 +$977K
4
BAX icon
Baxter International
BAX
+$727K
5
VTRS icon
Viatris
VTRS
+$499K

Sector Composition

1 Industrials 37.62%
2 Healthcare 19.01%
3 Technology 13.66%
4 Financials 11.51%
5 Communication Services 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$219K 0.03%
3,500
102
$208K 0.03%
5,291
103
$202K 0.02%
3,600
104
$201K 0.02%
2,230
105
-11,500
106
-19,238