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
$1.74B
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$61.9M
2
+$25M
3
+$24.4M
4
MTD icon
Mettler-Toledo International
MTD
+$23.9M
5
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
+$17.6M

Top Sells

1
+$72.2M
2
+$41.6M
3
+$38.3M
4
AAPL icon
Apple
AAPL
+$20M
5
TMO icon
Thermo Fisher Scientific
TMO
+$19M

Sector Composition

1 Technology 18.17%
2 Industrials 15.98%
3 Communication Services 12.2%
4 Financials 10.62%
5 Consumer Staples 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$23.8M 1.37%
243,664
+9,067
27
$23.4M 1.35%
239,453
+8,788
28
$23.3M 1.34%
178,043
+6,267
29
$23.1M 1.33%
541,499
+38,738
30
$23M 1.32%
183,165
+7,772
31
$22.8M 1.31%
272,482
-458,827
32
$22.7M 1.31%
347,562
+12,975
33
$21M 1.21%
223,698
+9,418
34
$17.1M 0.99%
624,978
-1,516,332
35
$16.6M 0.96%
308,168
+12,160
36
$16M 0.92%
162,653
+5,523
37
$15.7M 0.9%
195,526
-126,350
38
$14.7M 0.85%
366,869
+14,334
39
$1.19M 0.07%
+4,707
40
$1.05M 0.06%
14,093
-97
41
$923K 0.05%
14,226
+7,528
42
$825K 0.05%
7,649
43
$727K 0.04%
+29,052
44
$343K 0.02%
2,881
45
$204K 0.01%
1,816
46
$178K 0.01%
+5,183
47
$54K ﹤0.01%
590
+67
48
$39K ﹤0.01%
90
49
$28K ﹤0.01%
205
50
– –
-14,206
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