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
$2.43B
AUM Growth
-$756M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1 +$60.5M
2 +$14.2M
3 +$2.59M
4
BN icon
Brookfield
BN
+$4.21K

Top Sells

1 +$14.5M
2 +$14.3M
3 +$13.9M
4
MKL icon
Markel Group
MKL
+$13.8M
5
ADBE icon
Adobe
ADBE
+$12.8M

Sector Composition

1 Technology 31%
2 Financials 19.23%
3 Industrials 9.77%
4 Materials 8.03%
5 Communication Services 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$49.7M 2.05%
301,320
-38,413
27
$49.7M 2.05%
1,544,068
-187,876
28
$45.2M 1.86%
1,967,343
-335,919
29
$44.8M 1.84%
823,336
-104,158
30
$38.6M 1.59%
838,921
-102,375
31
$37.6M 1.55%
414,287
-63,014
32
$25.6M 1.05%
166,238
-23,366
33
$23.1M 0.95%
143,301
-17,866
34
$22.9M 0.94%
299,842
-36,010
35
$5.79M 0.24%
64,539
36
$4.74M 0.2%
43,154
37
$4.18M 0.17%
59,899
-26,589
38
$4.05M 0.17%
47,974
39
$2.61M 0.11%
31,964
40
$2.59M 0.11%
56,584
+56,442
41
$2.57M 0.11%
71,603
+117
42
$1.12M 0.05%
10,300
-60
43
$25K ﹤0.01%
90
44
$17K ﹤0.01%
475
45
$17K ﹤0.01%
36
46
$14K ﹤0.01%
564
47
-9,100
48
-17
49
-16