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MVIP

Mar Vista Investment Partners Portfolio holdings

AUM $1,000M
1-Year Est. Return 19.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1,000M
AUM Growth
-$89.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$16.9M
3
+$14.1M
4
NFLX icon
Netflix
NFLX
+$11.7M
5
QXO
QXO Inc
QXO
+$10.9M

Top Sells

1
+$19.8M
2
+$18.5M
3
+$18.3M
4
SAP icon
SAP
SAP
+$18.1M
5
TSM icon
TSMC
TSM
+$16.4M

Sector Composition

1 Technology 36.62%
2 Industrials 16.13%
3 Healthcare 11.89%
4 Financials 11.04%
5 Communication Services 10.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMT icon
26
American Tower
AMT
$88.1B
$15.4M 1.54%
89,283
+1,510
HEI icon
27
HEICO Corp
HEI
$45.2B
$13.1M 1.31%
47,726
+901
ECL icon
28
Ecolab
ECL
$72.4B
$9.55M 0.95%
+35,888
QXO
29
QXO Inc
QXO
$11.3B
$9.25M 0.93%
+476,409
INTU icon
30
Intuit
INTU
$83.6B
$9.09M 0.91%
21,020
-38,278
ASML icon
31
ASML
ASML
$674B
$3.04M 0.3%
2,304
-1,343
SAP icon
32
SAP
SAP
$212B
$525K 0.05%
3,066
-87,764
GOOGL icon
33
Alphabet (Google) Class A
GOOGL
$4.43T
$212K 0.02%
736
-26
VLTO icon
34
Veralto
VLTO
$20.9B
$49.8K 0.01%
563
-99,871
NKE icon
35
Nike
NKE
$64B
$32.2K ﹤0.01%
610
+31
CRM icon
36
Salesforce
CRM
$150B
– –
-74,929
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