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
$1.76B
AUM Growth
+$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$34M
3
+$21.1M
4
MDLZ icon
Mondelez International
MDLZ
+$13.3M
5
CLB icon
Core Laboratories
CLB
+$11.6M

Top Sells

1
+$67.6M
2
+$22M
3
+$18.4M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$18.3M
5
INTU icon
Intuit
INTU
+$15.7M

Sector Composition

1 Technology 20.36%
2 Industrials 17.31%
3 Financials 13.19%
4 Consumer Discretionary 9.58%
5 Healthcare 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.5M 1.11%
281,482
-317,177
27
$18.1M 1.03%
221,129
-2,198
28
$17.7M 1.01%
163,596
-5,906
29
$16.3M 0.93%
249,885
-4,726
30
$15.8M 0.9%
130,605
+1,025
31
$14.7M 0.84%
70,209
-987
32
$14.6M 0.83%
171,557
-3,425
33
$12M 0.68%
118,899
-1,346
34
$11M 0.63%
90,601
-78,976
35
$893K 0.05%
+9,030
36
$855K 0.05%
19,496
+6,061
37
$852K 0.05%
7,649
38
$818K 0.05%
11,801
39
$733K 0.04%
4,884
-2,893
40
$340K 0.02%
3,941
41
$206K 0.01%
1,816
42
$93K 0.01%
792
43
$79K ﹤0.01%
141
44
$45K ﹤0.01%
612
45
$36K ﹤0.01%
646
46
$31K ﹤0.01%
1,210
-468,739
47
$30K ﹤0.01%
725
48
$25K ﹤0.01%
235
49
$21K ﹤0.01%
186
50
$20K ﹤0.01%
550
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