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

Top Buys

1
+$45.6M
2
+$43.1M
3
+$34.6M
4
KLXI
KLX Inc.
KLXI
+$19.9M
5
AGN
Allergan Inc
AGN
+$18.9M

Top Sells

1
+$64.4M
2
+$32.2M
3
+$32M
4
AAPL icon
Apple
AAPL
+$22.1M
5
SBUX icon
Starbucks
SBUX
+$15.6M

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
– –
-336
59
– –
-345,414
1 2
3