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
$2.03B
AUM Growth
-$259M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$49.5M
3
+$35M
4
EFX icon
Equifax
EFX
+$16.5M
5
MCO icon
Moody's
MCO
+$8.88M

Top Sells

1
+$51.9M
2
+$40.1M
3
+$36.8M
4
PEP icon
PepsiCo
PEP
+$33.3M
5
ADI icon
Analog Devices
ADI
+$32.7M

Sector Composition

1 Technology 44.01%
2 Industrials 13.2%
3 Financials 8.89%
4 Healthcare 8.82%
5 Communication Services 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$44.6M 2.19%
487,544
-340,794
27
$44.5M 2.19%
199,049
-28,786
28
$41M 2.02%
544,142
-85,666
29
$40.2M 1.98%
542,957
-93,482
30
$36.1M 1.77%
148,706
+68,045
31
$24.7M 1.21%
149,646
-202,044
32
$21.7M 1.07%
227,077
-36,171
33
$9.24M 0.45%
27,144
-213
34
$9.02M 0.44%
164,080
+6,760
35
$7.88M 0.39%
47,275
36
$5.64M 0.28%
71,606
+24
37
$2.83M 0.14%
68,174
38
$229K 0.01%
1,259
-1,661
39
$36.8K ﹤0.01%
36
40
$31.9K ﹤0.01%
300
-51,375
41
$27.3K ﹤0.01%
90
42
$22K ﹤0.01%
598
+130
43
$18.9K ﹤0.01%
501
44
$3.12K ﹤0.01%
82
-19,079
45
– –
-438,530
1
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