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
$1.61B
AUM Growth
-$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1 +$37.9M
2 +$33.9M
3 +$29.4M
4
INTU icon
Intuit
INTU
+$25.8M
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$19.6M

Top Sells

1 +$66.2M
2 +$49.3M
3 +$34.6M
4
PG icon
Procter & Gamble
PG
+$32.1M
5
AMT icon
American Tower
AMT
+$13.4M

Sector Composition

1 Technology 21.83%
2 Industrials 15.05%
3 Financials 11.1%
4 Healthcare 9.93%
5 Communication Services 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$43K ﹤0.01%
90
52
$27K ﹤0.01%
205
53
-2,070,635