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
$2.39B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1 +$35.3M
2 +$33.2M
3 +$15.8K
4
NVS icon
Novartis
NVS
+$1.41K
5
CP icon
Canadian Pacific Kansas City
CP
+$1.29K

Top Sells

1 +$30.3M
2 +$16.7M
3 +$8.4M
4
MKL icon
Markel Group
MKL
+$7.99M
5
TDG icon
TransDigm Group
TDG
+$6.18M

Sector Composition

1 Technology 37.49%
2 Financials 15.03%
3 Industrials 14.61%
4 Consumer Discretionary 8.25%
5 Materials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$50.6M 2.12%
566,448
-27,737
27
$49M 2.05%
106,859
-5,207
28
$47.8M 2%
432,968
-21,292
29
$37.7M 1.58%
212,810
+187,703
30
$26.7M 1.12%
269,335
-12,382
31
$6.99M 0.29%
43,154
32
$5.69M 0.24%
64,539
33
$5.49M 0.23%
105,305
+303
34
$5.21M 0.22%
51,675
+14
35
$5.21M 0.22%
64,438
+16
36
$2.13M 0.09%
63,310
37
$713K 0.03%
5,958
-4,069
38
$517K 0.02%
15,832
+5
39
$28K ﹤0.01%
90
40
$26K ﹤0.01%
36
41
$22K ﹤0.01%
501
+26
42
$19K ﹤0.01%
468
-96
43
-34,612