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
$1.74B
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$61.9M
2
+$25M
3
+$24.4M
4
MTD icon
Mettler-Toledo International
MTD
+$23.9M
5
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
+$17.6M

Top Sells

1
+$72.2M
2
+$41.6M
3
+$38.3M
4
AAPL icon
Apple
AAPL
+$20M
5
TMO icon
Thermo Fisher Scientific
TMO
+$19M

Sector Composition

1 Technology 18.17%
2 Industrials 15.98%
3 Communication Services 12.2%
4 Financials 10.62%
5 Consumer Staples 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$108M 6.23%
865,534
+4,366
2
$104M 5.97%
1,265,301
+11,389
3
$95.6M 5.51%
2,335,674
+19,364
4
$90.5M 5.22%
1,023,909
+4,140
5
$79.5M 4.58%
429,209
+810
6
$77.7M 4.48%
851,373
+2,697
7
$73.4M 4.23%
1,505,264
+361,863
8
$71.3M 4.11%
2,062,949
+35,556
9
$68.6M 3.95%
2,081,629
+759,204
10
$66.2M 3.81%
2,070,635
+418,752
11
$64.4M 3.71%
816,268
+15,469
12
$64.1M 3.69%
516,632
+10,802
13
$62.5M 3.6%
3,258,640
-1,045,492
14
$62.1M 3.58%
987,603
+984,210
15
$60.3M 3.48%
2,173,798
+334,650
16
$58.4M 3.36%
97,901
+2,024
17
$50.7M 2.92%
629,493
+27,670
18
$30.3M 1.75%
821,436
+7,798
19
$29.2M 1.68%
794,784
+18,716
20
$28.9M 1.66%
543,669
+18,723
21
$24.6M 1.42%
233,970
+8,564
22
$24.4M 1.41%
331,095
+54,024
23
$24.4M 1.4%
+225,708
24
$23.9M 1.38%
+101,618
25
$23.8M 1.37%
305,856
+11,212
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