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
1
$88.3M 5.41%
327,293
-2,786
2
$63.3M 3.88%
510,496
-499
3
$63.1M 3.87%
1,722,218
+1,190
4
$60.1M 3.69%
290,518
+712
5
$59.3M 3.64%
546,939
+337
6
$54.6M 3.35%
133,675
-11,822
7
$49.9M 3.06%
335,994
+1,095
8
$47.4M 2.91%
383,442
-6,028
9
$47M 2.88%
105,460
-59
10
$45.4M 2.78%
373,047
-72
11
$44.4M 2.72%
221,602
-26
12
$44.4M 2.72%
371,836
-1,290
13
$43.8M 2.68%
291,842
-10,197
14
$42.5M 2.6%
366,918
-487
15
$41.8M 2.56%
265,075
+1,124
16
$39.2M 2.4%
682,099
+12,333
17
$38.7M 2.37%
162,646
+7,174
18
$36.4M 2.23%
520,738
+5,028
19
$36M 2.21%
436,354
+36,133
20
$34.3M 2.1%
66,495
-80
21
$34M 2.09%
312,768
-317
22
$32.3M 1.98%
444,386
+827
23
$31.7M 1.94%
407,887
+9,058
24
$29.2M 1.79%
70,865
+12
25
$29M 1.78%
193,077
+30,297
1
2 3 4 5