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
$3.96B
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$96.8M
2
+$44.1M
3
+$17.8M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$9.83M
5
MKL icon
Markel Group
MKL
+$8.95M

Top Sells

1
+$98.4M
2
+$24.5M
3
+$1.29M
4
MDT icon
Medtronic
MDT
+$608K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.1K

Sector Composition

1 Technology 26.31%
2 Financials 23.2%
3 Healthcare 9.06%
4 Communication Services 8.05%
5 Industrials 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$87.1M 2.2%
123,696
+3,911
27
$84.5M 2.13%
616,698
+30,335
28
$70.4M 1.78%
363,646
+27,389
29
$64.4M 1.62%
1,122,354
+43,355
30
$62.1M 1.57%
2,337,585
+21,075
31
$37.1M 0.94%
421,821
+26,149
32
$35.8M 0.9%
212,888
+13,705
33
$2.9M 0.07%
26,737
-5,596
34
$1.29M 0.03%
21,200
-100
35
$819K 0.02%
9,794
+1,820
36
$74K ﹤0.01%
168
37
$54K ﹤0.01%
1,220
38
$46K ﹤0.01%
274
39
$34K ﹤0.01%
291
40
– –
-14,186
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