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
$951M
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1 +$14.1M
2 +$4.87M
3 +$4.22M
4
CHD icon
Church & Dwight Co
CHD
+$3.63M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$2.52M

Top Sells

1 +$17.2M
2 +$8.43M
3 +$5.39M
4
MTB icon
M&T Bank
MTB
+$2.46M
5
WFC icon
Wells Fargo
WFC
+$2.23M

Sector Composition

1 Industrials 36.03%
2 Healthcare 17.34%
3 Technology 17.27%
4 Financials 15.01%
5 Materials 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$248K 0.03%
13,500
-900
102
$246K 0.03%
2,480
+250
103
$230K 0.02%
3,300
104
$205K 0.02%
4,010
105
$204K 0.02%
+2,230
106
$43K ﹤0.01%
+665
107
-6,750