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
$1.82B
AUM Growth
+$57.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$51.9M
2
+$18.7M
3
+$14.7M
4
JNJ icon
Johnson & Johnson
JNJ
+$11.8M
5
ECL icon
Ecolab
ECL
+$9.08M

Top Sells

1
+$29.5M
2
+$27.5M
3
+$967K
4
AGN
Allergan plc
AGN
+$954K
5
LBTYK icon
Liberty Global Class C
LBTYK
+$842K

Sector Composition

1 Industrials 18.62%
2 Technology 17.97%
3 Financials 13.39%
4 Consumer Discretionary 10.57%
5 Healthcare 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-24
52
– –
-235
53
– –
-646
1 2
3