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
$1.61B
AUM Growth
-$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$37.9M
2
+$33.9M
3
+$29.4M
4
INTU icon
Intuit
INTU
+$25.8M
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$19.6M

Top Sells

1
+$66.2M
2
+$49.3M
3
+$34.6M
4
PG icon
Procter & Gamble
PG
+$32.1M
5
AMT icon
American Tower
AMT
+$13.4M

Sector Composition

1 Technology 21.83%
2 Industrials 15.05%
3 Financials 11.1%
4 Healthcare 9.93%
5 Communication Services 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$100M 6.23%
1,116,173
-149,128
2
$98.4M 6.11%
777,863
-87,671
3
$83.7M 5.2%
2,065,636
-270,038
4
$82.3M 5.11%
928,221
-95,688
5
$76.3M 4.74%
776,434
-74,939
6
$71.7M 4.45%
2,484,262
+310,464
7
$69.9M 4.34%
1,859,514
-203,435
8
$68M 4.22%
2,925,632
-333,008
9
$67.6M 4.19%
103,083
+5,182
10
$64.9M 4.03%
387,838
-41,371
11
$64M 3.97%
1,868,594
-213,035
12
$60.1M 3.73%
1,553,446
+758,662
13
$59.6M 3.7%
235,431
+133,813
14
$59.1M 3.67%
882,128
-105,475
15
$57.3M 3.55%
722,851
-93,417
16
$50.5M 3.13%
626,740
+320,884
17
$45.7M 2.83%
856,410
-648,854
18
$38.1M 2.37%
225,373
-291,259
19
$37.9M 2.35%
+524,234
20
$28.2M 1.75%
727,030
-94,406
21
$22.4M 1.39%
415,119
-128,550
22
$21.6M 1.34%
239,006
-92,089
23
$20.9M 1.3%
177,339
-66,325
24
$20.3M 1.26%
181,929
-43,779
25
$20.1M 1.25%
429,231
-112,268
1
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