Marietta Investment Partners Llc Buys Cisco Systems Inc, AMETEK Inc, PayPal Holdings Inc, Sells Monolithic Power Systems Inc, CNOOC, iShares MSCI Brazil Capped ETF

Milwaukee, WI, based Investment company Marietta Investment Partners Llc (Current Portfolio) buys Cisco Systems Inc, AMETEK Inc, PayPal Holdings Inc, Lululemon Athletica Inc, Zoetis Inc, sells Monolithic Power Systems Inc, CNOOC, iShares MSCI Brazil Capped ETF, Boston Scientific Corp, Credicorp during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Marietta Investment Partners Llc. As of 2019Q2, Marietta Investment Partners Llc owns 140 stocks with a total value of $304 million. These are the details of the buys and sells.

For the details of MARIETTA INVESTMENT PARTNERS LLC's stock buys and sells, go to https://www.gurufocus.com/guru/marietta+investment+partners+llc/current-portfolio/portfolio

These are the top 5 holdings of MARIETTA INVESTMENT PARTNERS LLC
  1. HDFC Bank Ltd (HDB) - 115,130 shares, 4.93% of the total portfolio. Shares reduced by 1.08%
  2. Microsoft Corp (MSFT) - 87,880 shares, 3.87% of the total portfolio. Shares reduced by 1.81%
  3. Edwards Lifesciences Corp (EW) - 60,474 shares, 3.68% of the total portfolio. Shares reduced by 4.11%
  4. Apple Inc (AAPL) - 54,764 shares, 3.57% of the total portfolio. Shares reduced by 7.11%
  5. Thermo Fisher Scientific Inc (TMO) - 35,333 shares, 3.41% of the total portfolio. Shares reduced by 2.98%
New Purchase: Xcel Energy Inc (XEL)

Marietta Investment Partners Llc initiated holding in Xcel Energy Inc. The purchase prices were between $54.68 and $61.54, with an estimated average price of $57.47. The stock is now traded at around $63.00. The impact to a portfolio due to this purchase was 0.47%. The holding were 24,250 shares as of .

New Purchase: DTE Energy Co (DTE)

Marietta Investment Partners Llc initiated holding in DTE Energy Co. The purchase prices were between $122.62 and $131.59, with an estimated average price of $126.13. The stock is now traded at around $130.51. The impact to a portfolio due to this purchase was 0.45%. The holding were 10,620 shares as of .

New Purchase: Illumina Inc (ILMN)

Marietta Investment Partners Llc initiated holding in Illumina Inc. The purchase prices were between $300.59 and $368.15, with an estimated average price of $324.32. The stock is now traded at around $290.50. The impact to a portfolio due to this purchase was 0.43%. The holding were 3,563 shares as of .

New Purchase: CyberArk Software Ltd (CYBR)

Marietta Investment Partners Llc initiated holding in CyberArk Software Ltd. The purchase prices were between $114.22 and $135.77, with an estimated average price of $126.53. The stock is now traded at around $119.70. The impact to a portfolio due to this purchase was 0.3%. The holding were 7,134 shares as of .

New Purchase: Vanguard Value ETF (VTV)

Marietta Investment Partners Llc initiated holding in Vanguard Value ETF. The purchase prices were between $104.21 and $111.67, with an estimated average price of $109.16. The stock is now traded at around $108.29. The impact to a portfolio due to this purchase was 0.09%. The holding were 2,340 shares as of .

New Purchase: Cincinnati Financial Corp (CINF)

Marietta Investment Partners Llc initiated holding in Cincinnati Financial Corp. The purchase prices were between $85.08 and $105.94, with an estimated average price of $95.88. The stock is now traded at around $110.48. The impact to a portfolio due to this purchase was 0.08%. The holding were 2,300 shares as of .

Added: Cisco Systems Inc (CSCO)

Marietta Investment Partners Llc added to a holding in Cisco Systems Inc by 121.95%. The purchase prices were between $51.3 and $57.41, with an estimated average price of $55.23. The stock is now traded at around $48.77. The impact to a portfolio due to this purchase was 1.31%. The holding were 132,488 shares as of .

Added: AMETEK Inc (AME)

Marietta Investment Partners Llc added to a holding in AMETEK Inc by 60.41%. The purchase prices were between $81.89 and $90.84, with an estimated average price of $85.68. The stock is now traded at around $86.33. The impact to a portfolio due to this purchase was 0.76%. The holding were 67,154 shares as of .

Added: PayPal Holdings Inc (PYPL)

Marietta Investment Partners Llc added to a holding in PayPal Holdings Inc by 32.23%. The purchase prices were between $104.46 and $118.79, with an estimated average price of $110.76. The stock is now traded at around $109.82. The impact to a portfolio due to this purchase was 0.55%. The holding were 60,132 shares as of .

Added: Lululemon Athletica Inc (LULU)

Marietta Investment Partners Llc added to a holding in Lululemon Athletica Inc by 208.14%. The purchase prices were between $161.59 and $188.03, with an estimated average price of $173.65. The stock is now traded at around $183.33. The impact to a portfolio due to this purchase was 0.53%. The holding were 13,102 shares as of .

Added: Zoetis Inc (ZTS)

Marietta Investment Partners Llc added to a holding in Zoetis Inc by 25.94%. The purchase prices were between $97.98 and $114.28, with an estimated average price of $104.6. The stock is now traded at around $127.64. The impact to a portfolio due to this purchase was 0.52%. The holding were 67,994 shares as of .

Added: Steris PLC (STE)

Marietta Investment Partners Llc added to a holding in Steris PLC by 288.01%. The purchase prices were between $120.49 and $148.88, with an estimated average price of $133.43. The stock is now traded at around $151.16. The impact to a portfolio due to this purchase was 0.48%. The holding were 13,270 shares as of .

Sold Out: Monolithic Power Systems Inc (MPWR)

Marietta Investment Partners Llc sold out a holding in Monolithic Power Systems Inc. The sale prices were between $116.45 and $157.53, with an estimated average price of $136.03.

Sold Out: CNOOC Ltd (CEO)

Marietta Investment Partners Llc sold out a holding in CNOOC Ltd. The sale prices were between $157.2 and $193.13, with an estimated average price of $174.19.

Sold Out: Boston Scientific Corp (BSX)

Marietta Investment Partners Llc sold out a holding in Boston Scientific Corp. The sale prices were between $34.91 and $42.98, with an estimated average price of $38.41.

Sold Out: Ternium SA (TX)

Marietta Investment Partners Llc sold out a holding in Ternium SA. The sale prices were between $21.14 and $28.71, with an estimated average price of $25.04.

Sold Out: Westinghouse Air Brake Technologies Corp (WAB)

Marietta Investment Partners Llc sold out a holding in Westinghouse Air Brake Technologies Corp. The sale prices were between $62.38 and $77.93, with an estimated average price of $70.92.

Sold Out: Aptiv PLC (APTV)

Marietta Investment Partners Llc sold out a holding in Aptiv PLC. The sale prices were between $64.04 and $90.79, with an estimated average price of $79.16.



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