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
$2.4B
AUM Growth
-$73.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$81.5M
2
+$19.8M
3
+$12.9M
4
MCO icon
Moody's
MCO
+$818K

Top Sells

1
+$52.8M
2
+$49.8M
3
+$40.7M
4
MTD icon
Mettler-Toledo International
MTD
+$40.2M
5
AMT icon
American Tower
AMT
+$21.9M

Sector Composition

1 Technology 21.4%
2 Financials 16.81%
3 Consumer Discretionary 10.87%
4 Healthcare 9.95%
5 Industrials 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$39.7M 1.65%
446,421
-16,132
27
$39.3M 1.64%
350,330
+7,303
28
$39M 1.62%
773,093
-2,104
29
$31.4M 1.31%
717,917
-23,538
30
$27.5M 1.15%
231,986
-9,761
31
$24.9M 1.04%
1,383,240
-56,190
32
$23.9M 1%
429,231
-17,173
33
$20M 0.83%
233,162
-475,101
34
$2.92M 0.12%
36,193
-3,600
35
$1.06M 0.04%
9,763
36
$687K 0.03%
9,386
37
$674K 0.03%
15,900
-4,680
38
$611K 0.03%
13,756
39
$375K 0.02%
4,170
40
$267K 0.01%
2,329
41
$64K ﹤0.01%
141
42
$30K ﹤0.01%
1,025
43
$2K ﹤0.01%
15
44
– –
-1,089
1
2