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
$1.61B
AUM Growth
-$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$37.9M
2
+$33.9M
3
+$29.4M
4
INTU icon
Intuit
INTU
+$25.8M
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$19.6M

Top Sells

1
+$66.2M
2
+$49.3M
3
+$34.6M
4
PG icon
Procter & Gamble
PG
+$32.1M
5
AMT icon
American Tower
AMT
+$13.4M

Sector Composition

1 Technology 21.83%
2 Industrials 15.05%
3 Financials 11.1%
4 Healthcare 9.93%
5 Communication Services 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.9M 1.24%
173,566
-60,404
27
$19.6M 1.22%
+539,730
28
$18.5M 1.15%
145,133
-38,032
29
$17.7M 1.1%
254,978
-92,584
30
$17.5M 1.09%
173,853
-65,600
31
$17.4M 1.08%
220,846
-408,647
32
$16.9M 1.05%
127,509
-50,534
33
$16.6M 1.03%
166,804
-56,894
34
$12.9M 0.8%
144,410
-128,072
35
$12.4M 0.77%
118,184
-44,469
36
$12.3M 0.76%
143,739
-51,787
37
$12.1M 0.75%
230,204
-77,964
38
$11.8M 0.73%
448,387
-176,591
39
$10.7M 0.66%
271,489
-95,380
40
$1.19M 0.07%
4,707
41
$970K 0.06%
14,226
42
$837K 0.05%
7,649
43
$690K 0.04%
+7,592
44
$611K 0.04%
8,319
-5,774
45
$504K 0.03%
18,776
-10,276
46
$417K 0.03%
3,195
+314
47
$209K 0.01%
1,816
48
$145K 0.01%
3,989
-1,194
49
$81K 0.01%
792
+202
50
$46K ﹤0.01%
+1,202
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