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
$1.72B
AUM Growth
+$261M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$23.7M
3
+$19.5M
4
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$11.2M
5
AMT icon
American Tower
AMT
+$6.28M

Top Sells

1
+$12.9M
2
+$12.4M
3
+$10.5M
4
EMC
EMC CORPORATION
EMC
+$8.51M
5
UNP icon
Union Pacific
UNP
+$640K

Sector Composition

1 Technology 20.78%
2 Industrials 15.85%
3 Consumer Staples 12.03%
4 Communication Services 10.43%
5 Financials 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$102M 5.94%
861,168
+43,819
2
$100M 5.83%
1,253,912
+78,706
3
$88.8M 5.17%
1,019,769
+45,829
4
$88.6M 5.16%
2,316,310
+152,971
5
$86.2M 5.02%
4,304,132
+259,588
6
$77.3M 4.5%
848,676
+47,920
7
$72.2M 4.2%
1,007,669
+49,199
8
$71.6M 4.17%
2,027,393
+92,311
9
$69M 4.02%
428,399
+22,185
10
$60.7M 3.53%
731,309
+37,707
11
$59.5M 3.46%
800,799
-166,584
12
$58.1M 3.38%
1,651,883
+318,493
13
$57M 3.32%
1,143,401
+474,830
14
$56.2M 3.27%
505,830
+29,937
15
$55.6M 3.24%
95,877
+3,513
16
$53.9M 3.14%
2,141,310
-338,209
17
$51.3M 2.99%
1,839,148
+76,486
18
$49M 2.85%
601,823
+21,657
19
$45.1M 2.63%
1,322,425
+1,321,683
20
$32M 1.86%
813,638
+48,260
21
$30.4M 1.77%
776,068
-268,616
22
$26.7M 1.56%
524,946
+2,572
23
$24.6M 1.43%
321,876
+4,040
24
$24M 1.4%
225,406
+12,206
25
$23.9M 1.39%
175,393
+116
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