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
$4.04B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$95.3M
3
+$33.1M
4
VNT icon
Vontier
VNT
+$32.4M
5
MDT icon
Medtronic
MDT
+$38.9K

Top Sells

1
+$100M
2
+$75.6M
3
+$21.4M
4
AAPL icon
Apple
AAPL
+$18.1M
5
AMZN icon
Amazon
AMZN
+$15.1M

Sector Composition

1 Technology 34.04%
2 Financials 16.79%
3 Consumer Discretionary 10.08%
4 Communication Services 8.79%
5 Healthcare 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$72.7M 1.8%
1,027,006
-301,566
27
$67.9M 1.68%
1,295,194
-125,897
28
$66.1M 1.64%
106,854
-5,415
29
$61.7M 1.53%
1,887,300
-151,360
30
$61.4M 1.52%
414,322
-34,391
31
$60.9M 1.51%
231,149
-19,628
32
$49.7M 1.23%
229,659
-17,560
33
$47.8M 1.18%
1,025,646
-87,299
34
$42.1M 1.04%
1,395,090
-116,565
35
$39.6M 0.98%
370,461
-29,908
36
$32.4M 0.8%
+969,397
37
$5.71M 0.14%
82,285
38
$4.02M 0.1%
42,550
39
$2.65M 0.07%
22,653
+332
40
$2.15M 0.05%
9,238
-9,214
41
$2.12M 0.05%
63,942
42
$1.62M 0.04%
18,520
-260
43
$961K 0.02%
8,780
-409
44
$104K ﹤0.01%
2,707
45
$76K ﹤0.01%
290
46
$63K ﹤0.01%
309
47
$57K ﹤0.01%
117
48
– –
-1,663,560
1
2