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
$1.76B
AUM Growth
+$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$36.5M
2
+$33.2M
3
+$21.2M
4
MDLZ icon
Mondelez International
MDLZ
+$13.3M
5
CLB icon
Core Laboratories
CLB
+$11.8M

Top Sells

1
+$67.6M
2
+$22.4M
3
+$18.8M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$17.9M
5
INTU icon
Intuit
INTU
+$15M

Sector Composition

1 Technology 20.36%
2 Industrials 17.31%
3 Financials 13.19%
4 Consumer Discretionary 9.58%
5 Healthcare 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$19K ﹤0.01%
584
-564,445
52
$2K ﹤0.01%
24
53
– –
-634,100
54
– –
-13,027
55
– –
-318,017
1 2
3