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
$3.4B
AUM Growth
+$847M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$51.5M
2
+$46.5M
3
+$36.5M
4
MKL icon
Markel Group
MKL
+$35.6M
5
XPO icon
XPO
XPO
+$34.8M

Top Sells

1
+$53.9M
2
+$12.1M

Sector Composition

1 Technology 26.27%
2 Financials 18.23%
3 Industrials 13.66%
4 Healthcare 7.51%
5 Communication Services 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$66.3M 1.95%
940,522
+247,925
27
$65.2M 1.92%
107,030
+22,615
28
$58M 1.71%
776,374
+208,998
29
$56M 1.65%
483,825
+131,808
30
$55.1M 1.62%
493,272
+131,665
31
$45.9M 1.35%
285,598
+76,840
32
$45.7M 1.34%
1,972,980
+526,140
33
$42.6M 1.25%
444,254
+108,032
34
$32.1M 0.94%
283,483
+76,583
35
$31.3M 0.92%
164,422
+45,625
36
$3.56M 0.1%
36,193
37
$1.27M 0.04%
21,060
38
$1.19M 0.04%
+29,371
39
$824K 0.02%
9,898
40
$725K 0.02%
9,889
41
$675K 0.02%
10,081
42
$77K ﹤0.01%
141
43
$43K ﹤0.01%
1,025
44
– –
-634,584
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