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
$2.09B
AUM Growth
-$301M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1 +$40.5M
2 +$17.9M
3 +$17.5M
4
ORCL icon
Oracle
ORCL
+$8.76M
5
HEI icon
HEICO Corp
HEI
+$7.85M

Top Sells

1 +$43.6M
2 +$41.4M
3 +$39.5M
4
MCO icon
Moody's
MCO
+$36.6M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$36.3M

Sector Composition

1 Technology 37.11%
2 Industrials 13.43%
3 Financials 11.37%
4 Consumer Discretionary 9.33%
5 Healthcare 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$51.4M 2.46%
100,630
-6,229
27
$47.7M 2.29%
258,409
-19,666
28
$42.3M 2.03%
261,257
+48,447
29
$40.5M 1.94%
+184,068
30
$39.8M 1.91%
125,906
-115,690
31
$23.4M 1.12%
256,279
-13,056
32
$6.38M 0.31%
43,154
33
$5.56M 0.27%
+20,336
34
$5.36M 0.26%
108,571
+3,266
35
$5.26M 0.25%
51,675
36
$4.79M 0.23%
64,438
37
$1.98M 0.09%
63,310
38
$776K 0.04%
5,930
-28
39
$528K 0.03%
15,832
40
$27.6K ﹤0.01%
90
41
$21.2K ﹤0.01%
36
42
$18.6K ﹤0.01%
501
43
$15.5K ﹤0.01%
468
44
-64,539