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
126
-8,052
127
-327,216