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
$1.66B
AUM Growth
-$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1 +$55.2M
2 +$52.8M
3 +$47.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$44.5M
5
AMZN icon
Amazon
AMZN
+$38.2M

Top Sells

1 +$57.5M
2 +$44.6M
3 +$44.2M
4
BEAV
B/E Aerospace Inc
BEAV
+$29.2M
5
MDLZ icon
Mondelez International
MDLZ
+$26.7M

Sector Composition

1 Industrials 15.83%
2 Technology 15.44%
3 Financials 14.37%
4 Healthcare 11.91%
5 Consumer Discretionary 11.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$18.4M 1.1%
414,060
-9,541
27
$16.8M 1.01%
266,322
+11,486
28
$15.9M 0.96%
447,909
-1,251,983
29
$15.6M 0.94%
354,886
-664,526
30
$15.5M 0.93%
67,526
-1,942
31
$14.2M 0.85%
345,981
+9,391
32
$13.7M 0.82%
134,043
+4,881
33
$3.32M 0.2%
+103,113
34
$963K 0.06%
15,180
+3,379
35
$913K 0.05%
10,331
-650,975
36
$838K 0.05%
7,649
37
$689K 0.04%
19,496
38
$640K 0.04%
4,884
39
$423K 0.03%
4,691
+750
40
$302K 0.02%
3,243
-2,377
41
$201K 0.01%
1,816
42
$127K 0.01%
+1,100
43
$83K 0.01%
792
44
$64K ﹤0.01%
141
45
$29K ﹤0.01%
1,025
+475
46
$2K ﹤0.01%
15
-89,294
47
-218,601
48
-278,208
49
-186
50
-169,533