MVIP
Mar Vista Investment Partners Portfolio holdings
AUM
$1.31B
1-Year Return
22.28%
This Quarter Return
+5.75%
1 Year Return
+22.28%
3 Year Return
+92.22%
5 Year Return
+129.76%
10 Year Return
+367.69%
AUM
$1.61B
AUM Growth
-$124M
(-7.2%)
Cap. Flow
-$226M
Cap. Flow
% of AUM
-14.01%
Top 10 Holdings %
Top 10 Hldgs %
48.61%
Holding
60
New
4
Increased
7
Reduced
35
Closed
1
Top Buys
| 1 |
Adobe
ADBE
|
$37.9M |
| 2 |
Mettler-Toledo International
MTD
|
$33.9M |
| 3 |
Starbucks
SBUX
|
$29.4M |
| 4 |
Intuit
INTU
|
$25.8M |
| 5 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
$19.6M |
Top Sells
| 1 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$66.2M |
| 2 |
AGN
ALLERGAN INC
AGN
|
$49.3M |
| 3 |
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
|
$34.6M |
| 4 |
Procter & Gamble
PG
|
$32.1M |
| 5 |
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% |