MVIP

Mar Vista Investment Partners Portfolio holdings

AUM $1.09B
1-Year Est. Return 23.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.33%
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
+$33.8M
2
+$32.2M
3
+$27.6M
4
INTU icon
Intuit
INTU
+$24.8M
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$19.8M

Top Sells

1
+$66.2M
2
+$45.3M
3
+$34.6M
4
PG icon
Procter & Gamble
PG
+$33M
5
AMT icon
American Tower
AMT
+$12.9M

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
1 2
3