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

Top Buys

1 +$47.5M
2 +$18.6M
3 +$14.6M
4
JNJ icon
Johnson & Johnson
JNJ
+$11.5M
5
ECL icon
Ecolab
ECL
+$8.93M

Top Sells

1 +$28.6M
2 +$27.5M
3 +$970K
4
SLB icon
SLB Limited
SLB
+$923K
5
LBTYK icon
Liberty Global Class C
LBTYK
+$833K

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