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
$3.19B
AUM Growth
-$513M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$71.1M
2
+$38.2M
3
+$34M
4
MCHP icon
Microchip Technology
MCHP
+$32.5M
5
JNJ icon
Johnson & Johnson
JNJ
+$9.41M

Top Sells

1
+$94.2M
2
+$83.3M
3
+$71.6M
4
NFLX icon
Netflix
NFLX
+$47.5M
5
UL icon
Unilever
UL
+$44.9M

Sector Composition

1 Technology 32.75%
2 Financials 20.11%
3 Industrials 9.8%
4 Consumer Discretionary 7.66%
5 Materials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$62.8M 1.97%
374,974
+27,035
27
$58.5M 1.84%
2,303,262
-1,813
28
$56.5M 1.77%
927,494
+70,264
29
$53M 1.66%
477,301
-1,860
30
$50M 1.57%
941,296
+83,995
31
$35.8M 1.12%
161,167
-114,441
32
$33.5M 1.05%
189,604
+4,282
33
$30.6M 0.96%
335,852
+24,480
34
$7.16M 0.22%
64,539
35
$7.14M 0.22%
86,488
+8,756
36
$5.75M 0.18%
43,154
37
$4.21M 0.13%
47,974
+5,511
38
$3.33M 0.1%
31,964
+4,240
39
$3.27M 0.1%
71,486
+11,333
40
$1.44M 0.05%
10,360
-420
41
$1.08M 0.03%
9,100
-440
42
$30K ﹤0.01%
90
-203
43
$24K ﹤0.01%
36
-82
44
$24K ﹤0.01%
475
-1,080
45
$19K ﹤0.01%
564
-1,279
46
$6K ﹤0.01%
17
-134,669
47
$6K ﹤0.01%
+16
48
$6K ﹤0.01%
142
-1,063,735
49
– –
-499,347
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