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
$4.18B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$133M
2
+$75.3M
3
+$42.6M
4
FTV icon
Fortive
FTV
+$33.9M
5
JNJ icon
Johnson & Johnson
JNJ
+$27M

Top Sells

1
+$100M
2
+$18.3M
3
+$17.4M
4
MKL icon
Markel Group
MKL
+$15.9M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$15.6M

Sector Composition

1 Technology 30.7%
2 Financials 21.9%
3 Healthcare 9.77%
4 Communication Services 9.66%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$91.3M 2.18%
115,051
-8,645
27
$89.1M 2.13%
1,654,317
-132,530
28
$78.2M 1.87%
571,862
-44,836
29
$75.3M 1.8%
+1,673,941
30
$68.4M 1.64%
321,508
-42,138
31
$58M 1.39%
1,984,365
-353,220
32
$35.6M 0.85%
186,399
-26,489
33
$34.8M 0.83%
396,484
-25,337
34
$3.03M 0.07%
26,737
35
$2.03M 0.05%
+6,251
36
$1.4M 0.03%
20,940
-260
37
$851K 0.02%
9,794
38
$96K ﹤0.01%
205
+37
39
$76K ﹤0.01%
1,490
+270
40
$69K ﹤0.01%
323
+49
41
$17K ﹤0.01%
+183
42
$12K ﹤0.01%
+57
43
$12K ﹤0.01%
+542
44
$10K ﹤0.01%
+63
45
$7K ﹤0.01%
+24
46
– –
-51,196
1
2