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
$1.63B
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$53.3M
2
+$21.4M
3
+$19M
4
CLB icon
Core Laboratories
CLB
+$17.9M
5
PCP
PRECISION CASTPARTS CORP
PCP
+$15.4M

Top Sells

1
+$28.2M
2
+$21.6M
3
+$17.4M
4
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
+$15.9M
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$7.86M

Sector Composition

1 Technology 22.35%
2 Industrials 15.26%
3 Financials 11.31%
4 Communication Services 9.94%
5 Healthcare 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13K ﹤0.01%
336
-866
52
– –
-3,195
53
– –
-727,030
54
– –
-239,006
1 2
3