MVIP
Mar Vista Investment Partners Portfolio holdings
AUM
$1.31B
This Quarter Return
+0.32%
1 Year Return
+22.28%
3 Year Return
+92.22%
5 Year Return
+129.76%
10 Year Return
+367.69%
AUM
$1.82B
AUM Growth
+$1.82B
(+3.3%)
Cap. Flow
+$85.7M
Cap. Flow
% of AUM
4.71%
Top 10 Holdings %
Top 10 Hldgs %
53.24%
Holding
62
New
1
Increased
8
Reduced
26
Closed
7
Top Buys
| 1 |
Union Pacific
UNP
|
$47.5M |
| 2 |
Starbucks
SBUX
|
$32.5M |
| 3 |
TJX Companies
TJX
|
$18.6M |
| 4 |
US Bancorp
USB
|
$14.6M |
| 5 |
Johnson & Johnson
JNJ
|
$11.5M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$28.5M |
| 2 |
Analog Devices
ADI
|
$27.5M |
| 3 |
AGN
Allergan plc
AGN
|
$970K |
| 4 |
Schlumberger
SLB
|
$923K |
| 5 |
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% |