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
$1.72B
AUM Growth
+$261M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$23.7M
3
+$19.5M
4
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$11.2M
5
AMT icon
American Tower
AMT
+$6.28M

Top Sells

1
+$12.9M
2
+$12.4M
3
+$10.5M
4
EMC
EMC CORPORATION
EMC
+$8.51M
5
UNP icon
Union Pacific
UNP
+$640K

Sector Composition

1 Technology 20.78%
2 Industrials 15.85%
3 Consumer Staples 12.03%
4 Communication Services 10.43%
5 Financials 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$23.3M 1.36%
230,665
+10,365
27
$22.5M 1.31%
294,644
+4,082
28
$22.3M 1.3%
171,776
-679
29
$21.1M 1.23%
234,597
+10,706
30
$20.7M 1.21%
334,587
+6,202
31
$19.5M 1.13%
+502,761
32
$19M 1.11%
170,523
+3,390
33
$18.9M 1.1%
277,071
+11,667
34
$18.4M 1.07%
456,159
+19,108
35
$18M 1.05%
214,280
-7,620
36
$16.5M 0.96%
296,008
+7,920
37
$14.4M 0.84%
157,130
-2,995
38
$13.3M 0.78%
352,535
+4,253
39
$1.19M 0.07%
14,190
-3,220
40
$1.17M 0.07%
14,206
-157,144
41
$1.02M 0.06%
24,751
+2,780
42
$814K 0.05%
7,649
43
$437K 0.03%
6,698
-8,116
44
$360K 0.02%
2,881
45
$214K 0.01%
3,393
-243
46
$200K 0.01%
1,816
47
$47K ﹤0.01%
523
48
$36K ﹤0.01%
90
49
$28K ﹤0.01%
205
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