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Asset Manager ← All Institutions

Mondrian Investment Partners LTD

SIXTY LONDON WALL FLOOR 10, LONDON, X0 EC2M 5TQ • 44 20 7477 7000

Q2 2025 · Filed 2025-05-13
Market Value
$0
-100.0%
Holdings
96
-5
New Purchases
0
Added To
0
Closed
96
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Healthcare 17.6%
Technology 16.2%
Financial Services 15.9%
Consumer Cyclical 15.5%
Energy 10.6%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 18 $0 0%
Large Cap 64 $0 0%
Mid Cap 9 $0 0%
Small Cap 4 $0 0%
Micro Cap 1 $0 0%

Portfolio Analytics

Avg Market Cap
$213.9B
Median Market Cap
$64.2B
Avg P/E
21.8
Median P/E
20.7
Avg Dividend Yield
0.03%
Avg Beta
0.73
# Stocks
87
# ETFs / Funds
9

Top Holdings (96 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 DD —% -$123M -1,642,315 -100.0% SOLD
2 ASX —% -$48K -5,461 -100.0% SOLD
3 HMC —% -$122M -4,500,836 -100.0% SOLD
4 LHX —% -$76M -363,544 -100.0% SOLD
5 ALV —% -$120M -1,351,465 -100.0% SOLD
6 XOM —% -$86M -725,095 -100.0% SOLD
7 AMT —% -$1M -5,159 -100.0% SOLD
8 BAP —% -$91M -491,483 -100.0% SOLD
9 WPP —% -$100M -2,634,181 -100.0% SOLD
10 ATHM —% -$59M -2,115,874 -100.0% SOLD
11 SHG —% -$109K -3,413 -100.0% SOLD
12 EIX —% -$1M -18,260 -100.0% SOLD
13 PHG —% -$181M -7,111,484 -100.0% SOLD
14 BTI —% -$226M -5,461,619 -100.0% SOLD
15 EOG —% -$773K -6,029 -100.0% SOLD
16 GSK —% -$226M -5,821,273 -100.0% SOLD
17 KT —% -$36M -2,039,513 -100.0% SOLD
18 SQM —% -$163K -4,109 -100.0% SOLD
19 SHEL —% -$121M -1,655,018 -100.0% SOLD
20 IP —% -$61K -1,486 -100.0% SOLD
21 INFY —% -$2M -129,158 -100.0% SOLD
22 SONY —% -$246M -9,854,963 -100.0% SOLD
23 NNN —% -$77M -1,811,191 -100.0% SOLD
24 ABEV —% -$64K -27,466 -100.0% SOLD
25 PAC —% -$111K -597 -100.0% SOLD
26 TAK —% -$21K -1,438 -100.0% SOLD
27 ENIC —% -$210K -64,208 -100.0% SOLD
28 SAN —% -$255M -38,115,296 -100.0% SOLD
29 KVUE —% -$107M -4,471,693 -100.0% SOLD
30 BNS —% -$31K -461 -100.0% SOLD
31 UL —% -$41K -691 -100.0% SOLD
32 DG —% -$370K -4,203 -100.0% SOLD
33 LH —% -$63M -270,068 -100.0% SOLD
34 BAC —% -$1M -33,153 -100.0% SOLD
35 SCHW —% -$146M -1,868,430 -100.0% SOLD
36 ES —% -$2M -31,393 -100.0% SOLD
37 CRM —% -$6M -20,722 -100.0% SOLD
38 NSC —% -$67K -283 -100.0% SOLD
39 TRP —% -$238M -3,505,260 -100.0% SOLD
40 NX —% -$5K -275 -100.0% SOLD
41 VALE —% -$115M -11,569,197 -100.0% SOLD
42 TMO —% -$107M -214,506 -100.0% SOLD
43 YUMC —% -$850K -2,351,202 -100.0% SOLD
44 PLD —% -$90M -807,273 -100.0% SOLD
45 IBN —% -$87K -2,763 -100.0% SOLD
46 HCA —% -$123M -354,638 -100.0% SOLD
47 BP —% -$166M -4,900,272 -100.0% SOLD
48 MRK —% -$129M -1,433,392 -100.0% SOLD
49 MU —% -$44M -507,751 -100.0% SOLD
50 NVS —% -$21M -189,861 -100.0% SOLD
51 HDB —% -$70M -1,057,182 -100.0% SOLD
52 CHT —% -$8M -201,153 -100.0% SOLD
53 ENB —% -$80K -1,261 -100.0% SOLD
54 WAT —% -$1M -3,617 -100.0% SOLD
55 ITUB —% -$25M -4,603,099 -100.0% SOLD
56 SWK —% -$523K -6,802 -100.0% SOLD
57 SYY —% -$141M -1,874,125 -100.0% SOLD
58 UNH —% -$119M -227,338 -100.0% SOLD
59 PBR —% -$133M -9,255,391 -100.0% SOLD
60 CDW —% -$122M -762,624 -100.0% SOLD
61 EWY —% -$285K -5,273 -100.0% SOLD
62 TLK —% -$64K -4,308 -100.0% SOLD
63 RDY —% -$9M -644,794 -100.0% SOLD
64 LYG —% -$252M -66,050,307 -100.0% SOLD
65 TSM —% -$56M -335,675 -100.0% SOLD
66 CSX —% -$2M -53,290 -100.0% SOLD
67 DLTR —% -$78M -1,037,790 -100.0% SOLD
68 EA —% -$579K -4,003 -100.0% SOLD
69 BIDU —% -$72M -777,534 -100.0% SOLD
70 KSPI —% -$22M -240,051 -100.0% SOLD
71 META —% -$119M -206,808 -100.0% SOLD
72 LAUR —% -$139K -6,808 -100.0% SOLD
73 MCD —% -$113M -360,687 -100.0% SOLD
74 SNY —% -$191M -3,442,690 -100.0% SOLD
75 KSA —% -$28M -679,683 -100.0% SOLD
76 VEU —% -$76K -1,259 -100.0% SOLD
77 VEA —% -$10M -187,662 -100.0% SOLD
78 EEM —% -$310 -7 -100.0% SOLD
79 PAX —% -$75K -6,602 -100.0% SOLD
80 OTEX —% -$9K -238 -100.0% SOLD
81 QCOM —% -$740K -4,819 -100.0% SOLD
82 ULTA —% -$1M -2,939 -100.0% SOLD
83 BTG —% -$76K -18,622 -100.0% SOLD
84 EFA —% -$20M -243,915 -100.0% SOLD
85 TTE —% -$87K -1,352 -100.0% SOLD
86 GOOGL —% -$130M -839,179 -100.0% SOLD
87 MSFT —% -$109M -289,503 -100.0% SOLD
88 TXN —% -$136M -754,199 -100.0% SOLD
89 VWO —% -$16K -344 -100.0% SOLD
90 WDAY —% -$18M -78,074 -100.0% SOLD
91 ASHR —% -$168K -6,314 -100.0% SOLD
92 UAE —% -$50K -2,959 -100.0% SOLD
93 BABA —% -$226K -1,706 -100.0% SOLD
94 WFC —% -$148M -2,055,004 -100.0% SOLD
95 BK —% -$85M -1,008,568 -100.0% SOLD
96 FIS —% -$693K -9,280 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
PAC —%
ASX —%
HMC —%
LHX —%
ALV —%
XOM —%
AMT —%
BAP —%
WPP —%
ATHM —%
SHG —%
EIX —%
CRM —%
BTI —%
EOG —%
View SEC EDGAR Filings for Mondrian Investment Partners LTD →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms