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
$1.35B
AUM Growth
-$76.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$7.41M
2
+$7.04M
3
+$6.1M
4
AIT icon
Applied Industrial Technologies
AIT
+$3.28M
5
FCN icon
FTI Consulting
FCN
+$2.06M

Top Sells

1
+$8.37M
2
+$3.7M
3
+$3.07M
4
CSW
CSW Industrials
CSW
+$3.04M
5
RRX icon
Regal Rexnord
RRX
+$2.98M

Sector Composition

1 Industrials 43.69%
2 Technology 21.69%
3 Healthcare 13.74%
4 Financials 9.33%
5 Consumer Staples 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$327K 0.02%
3,641
-900
127
$317K 0.02%
1,310
128
$308K 0.02%
4,500
-200
129
$306K 0.02%
2,916
130
$303K 0.02%
4,252
131
$293K 0.02%
355
132
$278K 0.02%
2,690
-100
133
$276K 0.02%
741
134
$250K 0.02%
2,240
135
$246K 0.02%
5,415
-500
136
$234K 0.02%
10,291
-1,000
137
$228K 0.02%
1,139
-88
138
$222K 0.02%
2,415
+465
139
$221K 0.02%
5,366
140
$215K 0.02%
+3,300
141
– –
-9,066
2 3 4 5
6