MVIP

Mar Vista Investment Partners Portfolio holdings

AUM $1.31B
1-Year Est. Return 22.28%
This Quarter Est. Return
1 Year Est. Return
+22.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$82.6M
3
+$77.2M
4
ORCL icon
Oracle
ORCL
+$69.6M
5
QCOM icon
Qualcomm
QCOM
+$67.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.98%
2 Industrials 15.66%
3 Consumer Staples 14.88%
4 Financials 11.08%
5 Consumer Discretionary 11.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.3M 1.12%
+283,432
27
$16.6M 1.08%
+215,400
28
$16.3M 1.06%
+159,132
29
$16.3M 1.06%
+499,287
30
$15.8M 1.03%
+283,312
31
$15.7M 1.02%
+218,389
32
$14.4M 0.94%
+316,262
33
$13.8M 0.9%
+163,443
34
$13.3M 0.86%
+154,929
35
$12.8M 0.83%
+164,662
36
$12.8M 0.83%
+338,915
37
$11.9M 0.77%
+260,312
38
$1.75M 0.11%
+30,410
39
$903K 0.06%
+22,525
40
$849K 0.06%
+14,814
41
$820K 0.05%
+7,649
42
$341K 0.02%
+2,881
43
$203K 0.01%
+1,816
44
$35K ﹤0.01%
+90
45
$21K ﹤0.01%
+205
46
$20K ﹤0.01%
+273
1
2