MPIA

Mountain Pacific Investment Advisers Portfolio holdings

AUM $617M
1-Year Est. Return 12.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.38B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$6.24M
2 +$4.51M
3 +$3.75M
4
KAI icon
Kadant
KAI
+$2.67M
5
VRT icon
Vertiv
VRT
+$1.35M

Top Sells

1 +$4.42M
2 +$2.94M
3 +$2.92M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$2.21M
5
WAB icon
Wabtec
WAB
+$1.57M

Sector Composition

1 Industrials 38.96%
2 Technology 20.51%
3 Healthcare 15.93%
4 Financials 12.64%
5 Materials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$219K 0.02%
5,607
127
$218K 0.02%
817
128
$212K 0.02%
8,792
+164
129
$206K 0.01%
+4,253
130
-10,000