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
$1.71B
AUM Growth
+$77.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1 +$47.3M
2 +$42.3M
3 +$33.1M
4
AGN
Allergan Inc
AGN
+$20.2M
5
KLXI
KLX Inc.
KLXI
+$19.7M

Top Sells

1 +$62.1M
2 +$34.5M
3 +$32M
4
AAPL icon
Apple
AAPL
+$22.5M
5
SBUX icon
Starbucks
SBUX
+$16.4M

Sector Composition

1 Technology 21.59%
2 Industrials 16.19%
3 Financials 12.33%
4 Healthcare 9.92%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$21K ﹤0.01%
+550
52
$19K ﹤0.01%
+186
53
$1K ﹤0.01%
+24
54
-18,776
55
-137,674
56
-7,908
57
-3,989
58
-345,414
59
-336