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
$3.81B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$3.68M
3
+$56K
4
IFX
INFINEON TECH AG ADS(REP1 ORD)
IFX
+$53.8K
5
BABA icon
Alibaba
BABA
+$50.6K

Top Sells

1
+$52.2M
2
+$50.7M
3
+$24.2M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$12.5M
5
AMZN icon
Amazon
AMZN
+$8.1M

Sector Composition

1 Technology 36.85%
2 Financials 17.1%
3 Consumer Discretionary 10.77%
4 Communication Services 8.86%
5 Healthcare 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$63.3M 1.66%
1,745,828
-84,273
27
$62.2M 1.63%
448,713
-21,626
28
$59.7M 1.57%
250,777
-12,465
29
$55.2M 1.45%
2,038,660
-97,396
30
$53.3M 1.4%
112,269
-4,160
31
$49.4M 1.3%
247,219
-11,307
32
$46.5M 1.22%
1,511,655
-101,040
33
$39.9M 1.05%
1,112,945
-68,662
34
$34.4M 0.9%
400,369
-19,319
35
$5.42M 0.14%
18,452
+172
36
$5.01M 0.13%
82,285
+920
37
$3.7M 0.1%
42,550
+42,279
38
$2.32M 0.06%
22,321
-4,416
39
$1.7M 0.04%
63,942
+599
40
$1.38M 0.04%
18,780
-760
41
$1M 0.03%
9,189
-76
42
$77K ﹤0.01%
2,707
+1,892
43
$66K ﹤0.01%
290
+203
44
$58K ﹤0.01%
309
+216
45
$43K ﹤0.01%
117
+82
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