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
126
$304K 0.02%
2,280
127
$303K 0.02%
15,000
128
$293K 0.02%
1,930
129
$292K 0.02%
817
-200
130
$280K 0.02%
806
131
$273K 0.02%
803
132
$262K 0.02%
430
133
$259K 0.02%
6,510
134
$222K 0.01%
841
135
$210K 0.01%
1,093
+6
136
$207K 0.01%
+1,964
137
$207K 0.01%
2,192
138
$206K 0.01%
+1,992
139
$204K 0.01%
3,406
140
– –
-2,045
2 3 4 5
6