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
$2.55B
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$63.3M
2
+$38M
3
+$26.3M

Top Sells

1
+$34.3M
2
+$13M
3
+$9.13M
4
MKL icon
Markel Group
MKL
+$6.83M
5
ORCL icon
Oracle
ORCL
+$6.28M

Sector Composition

1 Technology 26.44%
2 Financials 17.46%
3 Industrials 12.93%
4 Communication Services 6.89%
5 Healthcare 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$44.7M 1.75%
692,597
-32,015
27
$44.6M 1.75%
367,225
-20,687
28
$44.4M 1.74%
352,017
-16,355
29
$41.3M 1.62%
567,376
-24,924
30
$39.4M 1.54%
361,607
-16,618
31
$38M 1.49%
+141,664
32
$33M 1.29%
208,758
-9,223
33
$32.5M 1.28%
336,222
-15,216
34
$26.4M 1.03%
1,446,840
-65,415
35
$21.9M 0.86%
206,900
-9,656
36
$19.8M 0.78%
118,797
-5,539
37
$3.1M 0.12%
36,193
38
$1.19M 0.05%
21,060
-80
39
$773K 0.03%
9,898
40
$653K 0.03%
10,081
41
$603K 0.02%
9,889
42
$79K ﹤0.01%
141
43
$38K ﹤0.01%
1,025
44
– –
-341,607
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