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
$4.06B
AUM Growth
-$265M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1 +$91.3M
2 +$143K
3 +$18K

Top Sells

1 +$74.8M
2 +$73.7M
3 +$66M
4
INTU icon
Intuit
INTU
+$61.4M
5
MCHP icon
Microchip Technology
MCHP
+$45.6M

Sector Composition

1 Technology 32.21%
2 Financials 18.3%
3 Communication Services 9.93%
4 Consumer Discretionary 9.9%
5 Healthcare 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$64.6M 1.59%
925,798
-156,577
27
$64M 1.58%
98,871
-12,045
28
$60.2M 1.48%
208,319
-34,881
29
$58.2M 1.44%
1,701,836
-286,442
30
$55.2M 1.36%
372,638
-62,713
31
$52.8M 1.3%
926,450
-155,713
32
$47.5M 1.17%
1,259,055
-210,435
33
$47.3M 1.17%
117,745
-164,340
34
$42.9M 1.06%
208,077
-33,182
35
$37.3M 0.92%
333,363
-56,278
36
$28.5M 0.7%
873,994
-146,794
37
$12.3M 0.3%
98,888
+1,156
38
$6.33M 0.16%
82,295
39
$5.76M 0.14%
43,154
40
$3.88M 0.1%
42,558
41
$2.62M 0.06%
63,506
-445
42
$2.1M 0.05%
9,238
43
$1.36M 0.03%
11,120
-6,940
44
$1.02M 0.03%
8,780
45
$110K ﹤0.01%
2,726
46
$86K ﹤0.01%
293
47
$82K ﹤0.01%
118
48
$76K ﹤0.01%
311
49
$18K ﹤0.01%
+350
50
-1,361,990