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
$1.76B
AUM Growth
+$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$34M
3
+$21.1M
4
MDLZ icon
Mondelez International
MDLZ
+$13.3M
5
CLB icon
Core Laboratories
CLB
+$11.6M

Top Sells

1
+$67.6M
2
+$22M
3
+$18.4M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$18.3M
5
INTU icon
Intuit
INTU
+$15.7M

Sector Composition

1 Technology 20.36%
2 Industrials 17.31%
3 Financials 13.19%
4 Consumer Discretionary 9.58%
5 Healthcare 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$126M 7.17%
1,270,046
+342,377
2
$118M 6.73%
820,753
+55,345
3
$111M 6.33%
1,183,974
+78,903
4
$110M 6.23%
2,541,760
+489,155
5
$88.9M 5.05%
115,561
+12,617
6
$84.6M 4.8%
257,372
+18,548
7
$81.8M 4.64%
2,266,137
+368,507
8
$80.1M 4.55%
366,136
-15,922
9
$71.3M 4.05%
2,035,514
+147,890
10
$69.3M 3.94%
1,720,219
+170,045
11
$68.4M 3.88%
2,198,204
+155,252
12
$66.4M 3.77%
898,239
+68,690
13
$65.1M 3.7%
1,023,518
+70,648
14
$62.5M 3.55%
749,017
+74,241
15
$61M 3.46%
533,201
+41,022
16
$57.9M 3.29%
1,223,034
+81,040
17
$45.9M 2.6%
1,678,215
-669,072
18
$42.4M 2.41%
437,122
-161,902
19
$39.5M 2.24%
2,739,165
-942,105
20
$38.1M 2.17%
+128,147
21
$27.5M 1.56%
435,947
+13,224
22
$25.7M 1.46%
268,537
+111,352
23
$24.6M 1.4%
376,305
-5,679
24
$24.6M 1.4%
428,020
-6,138
25
$24.5M 1.39%
234,886
+110,680
1
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