Equal-WT
WhaleScore 2.0
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Mountain Pacific Investment Advisers is based out of Boise. Mountain Pacific Investment Advisers is a large advisory firm with 337 clients and discretionary assets under management (AUM) of $1,678,868,561 (Form ADV from 2024-01-31). Their last reported 13F filing for Q4 2023 included $1,614,321,161 in managed 13F securities
and a top 10 holdings concentration of 39.04%. Mountain Pacific Investment Advisers's largest holding is Amphenol Corp. (1987) with shares held of 815,102. Whalewisdom has at least 95 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
VLTO Veralto Corp | 0.38% |
CNMD Conmed Corp | 0.3% |
XYL Xylem Inc | 0.29% |
CRL Charles River Labora | 0.28% |
APH Amphenol Corp. (1987 | 0.28% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
DHR Danaher Corp. | 0.75% |
AJG Arthur J. Gallagher | 0.7% |
ATR AptarGroup, Inc. | 0.39% |
VRSK Verisk Analytics Inc | 0.35% |
ACIW ACI Worldwide Inc. ( | 0.23% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
APH Amphenol Corp. (1987 | 5.01% |
AME Ametek Inc. | 4.99% |
FI Fiserv, Inc. | 4.34% |
IEX IDEX Corp. | 3.83% |
DHR Danaher Corp. | 3.78% |
2023-12-31
13F Activity
Market Value | $1.61b, Prior: $1.44b |
New Purchases | 6 stocks |
Added To | 42 stocks |
Sold out of | 1 stocks |
Reduced holdings in | 57 stocks |
Top 10 Holdings % | 39.04% |
Turnover %[1] | 5.22% |
Turnover Alt %[2] | 1.21% |
Time Held Top 20 | 36.95 quarters |
Time Held Top 10 | 41.6 quarters |
Time Held All | 41.44 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31