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
$2.23B
AUM Growth
-$8.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1 +$19.1M
2 +$440K
3 +$293K
4
NVS icon
Novartis
NVS
+$275K
5
UL icon
Unilever
UL
+$161K

Top Sells

1 +$52.6M
2 +$38.1M
3 +$29.7M
4
VNT icon
Vontier
VNT
+$26.1M
5
MCHP icon
Microchip Technology
MCHP
+$9.22M

Sector Composition

1 Technology 31.51%
2 Financials 21.53%
3 Industrials 9.96%
4 Consumer Discretionary 7.32%
5 Materials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$51.7M 2.32%
595,043
-48,310
27
$50.5M 2.27%
786,565
-48,647
28
$44.1M 1.98%
113,395
-8,394
29
$37.1M 1.66%
279,572
-23,952
30
$33.9M 1.52%
777,028
-61,926
31
$28.3M 1.27%
285,577
-14,791
32
$6.03M 0.27%
43,154
33
$5.02M 0.23%
64,539
34
$4.66M 0.21%
62,447
+3,923
35
$4.54M 0.2%
50,079
+3,030
36
$2.95M 0.13%
58,597
+3,194
37
$2.5M 0.11%
33,549
+1,851
38
$1.93M 0.09%
61,368
-9,163
39
$971K 0.04%
11,009
-198
40
$440K 0.02%
+15,341
41
$24K ﹤0.01%
90
42
$19.7K ﹤0.01%
36
43
$17K ﹤0.01%
564
44
$17K ﹤0.01%
475
45
-7
46
-1,562,909