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
$1.38B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$5.71M
2 +$4.82M
3 +$3.74M
4
KAI icon
Kadant
KAI
+$2.66M
5
VRT icon
Vertiv
VRT
+$1.39M

Top Sells

1 +$4.56M
2 +$2.86M
3 +$2.68M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$2.23M
5
WAB icon
Wabtec
WAB
+$1.64M

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
1
$71.5M 5.19%
303,844
-58
2
$69.5M 5.04%
497,293
-904
3
$65.7M 4.76%
287,634
+129
4
$63.2M 4.58%
1,658,926
-13,910
5
$54.4M 3.94%
288,345
-11,833
6
$53.2M 3.86%
526,505
-1,739
7
$45.3M 3.28%
104,816
+514
8
$43.3M 3.14%
265,878
+76
9
$42.1M 3.05%
382,441
-2,486
10
$41.4M 3.01%
703,919
-2,094
11
$40.6M 2.95%
367,460
-309
12
$39.7M 2.88%
166,918
+446
13
$39.1M 2.84%
401,649
+342
14
$38.7M 2.81%
219,320
-138
15
$37.9M 2.75%
563,381
+4,056
16
$35M 2.54%
433,967
+32
17
$28.4M 2.06%
459,309
-743
18
$26.1M 1.89%
373,543
+6,228
19
$24.8M 1.8%
1,050,180
+104
20
$24.3M 1.76%
358,334
-1,833
21
$23.3M 1.69%
107,071
+17,170
22
$22.9M 1.66%
183,489
+665
23
$22.8M 1.66%
190,278
-22,308
24
$22.8M 1.65%
41,399
-472
25
$20M 1.45%
80,008
-366