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
$2.67B
AUM Growth
+$261M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$38.8M
3
+$34.7M
4
MKL icon
Markel Group
MKL
+$20.9M
5
PEP icon
PepsiCo
PEP
+$376K

Top Sells

1
+$36.2M
2
+$16.5M
3
+$5.41M
4
MCO icon
Moody's
MCO
+$3.9M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.64M

Sector Composition

1 Technology 21.16%
2 Financials 18.46%
3 Industrials 13.16%
4 Consumer Staples 8.67%
5 Communication Services 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$47M 1.76%
392,239
+3,136
27
$46.1M 1.73%
312,366
-26,426
28
$45M 1.69%
742,598
+61
29
$42.2M 1.58%
385,285
-1,002
30
$38.8M 1.45%
+605,071
31
$38.7M 1.45%
359,517
+969
32
$34.8M 1.31%
225,234
+1,104
33
$25.3M 0.95%
1,579,695
-22,005
34
$25.1M 0.94%
289,911
+843
35
$23.6M 0.88%
223,940
+1,335
36
$21.1M 0.79%
129,005
-224
37
$2.92M 0.11%
36,193
38
$1.16M 0.04%
10,599
+836
39
$1M 0.04%
19,040
+180
40
$909K 0.03%
9,898
+683
41
$785K 0.03%
13,756
42
$761K 0.03%
10,081
+695
43
$290K 0.01%
2,545
+216
44
$75K ﹤0.01%
141
45
$37K ﹤0.01%
1,025
46
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