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
$1.82B
AUM Growth
+$57.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1 +$47.5M
2 +$18.6M
3 +$14.6M
4
JNJ icon
Johnson & Johnson
JNJ
+$11.5M
5
ECL icon
Ecolab
ECL
+$8.93M

Top Sells

1 +$28.6M
2 +$27.5M
3 +$970K
4
SLB icon
SLB Limited
SLB
+$923K
5
LBTYK icon
Liberty Global Class C
LBTYK
+$833K

Sector Composition

1 Industrials 18.62%
2 Technology 17.97%
3 Financials 13.39%
4 Consumer Discretionary 10.57%
5 Healthcare 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$18.6M 1.02%
254,836
+4,951
27
$17.4M 0.96%
278,208
-3,274
28
$17.1M 0.94%
218,601
-2,528
29
$15.4M 0.85%
129,162
-1,443
30
$15.1M 0.83%
578,880
-1,099,335
31
$14.6M 0.8%
+336,590
32
$14.1M 0.78%
169,533
-2,024
33
$13.9M 0.76%
69,468
-741
34
$10.8M 0.59%
89,309
-1,292
35
$840K 0.05%
19,496
36
$832K 0.05%
7,649
37
$772K 0.04%
11,801
38
$678K 0.04%
4,884
39
$556K 0.03%
5,620
-3,410
40
$368K 0.02%
3,941
41
$203K 0.01%
1,816
42
$91K 0.01%
792
43
$70K ﹤0.01%
141
44
$30K ﹤0.01%
725
45
$21K ﹤0.01%
186
46
$18K ﹤0.01%
550
47
-435,947
48
-612
49
-584
50
-1,210