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
$1.69B
AUM Growth
+$60M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$31.9M
3
+$23.7M
4
NKE icon
Nike
NKE
+$11.1M
5
MDLZ icon
Mondelez International
MDLZ
+$8.73M

Top Sells

1
+$42.9M
2
+$38.6M
3
+$26.6M
4
AAPL icon
Apple
AAPL
+$26.3M
5
STJ
St Jude Medical
STJ
+$13.4M

Sector Composition

1 Financials 15.96%
2 Industrials 14.62%
3 Technology 12.35%
4 Consumer Discretionary 11.12%
5 Healthcare 11.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.6M 0.87%
316,863
+2,230
27
$14.1M 0.83%
125,046
+898
28
$12.9M 0.77%
370,279
+1,774
29
$11.4M 0.68%
630,765
+3,270
30
$11.1M 0.66%
+201,205
31
$9.94M 0.59%
324,974
+245,039
32
$1.11M 0.07%
15,180
33
$1.1M 0.07%
10,964
+418
34
$1.03M 0.06%
12,191
+1,877
35
$901K 0.05%
10,331
36
$883K 0.05%
19,496
37
$861K 0.05%
7,649
38
$625K 0.04%
11,041
+2,610
39
$509K 0.03%
3,921
40
$212K 0.01%
1,816
41
$118K 0.01%
1,089
42
$89K 0.01%
2,520
+1,300
43
$88K 0.01%
3,072
-1,497,578
44
$76K ﹤0.01%
141
45
$66K ﹤0.01%
750
46
$26K ﹤0.01%
1,025
47
$2K ﹤0.01%
15
48
– –
-240,625
49
– –
-285
50
– –
-244,272
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