MVIP

Mar Vista Investment Partners Portfolio holdings

AUM $1.15B
1-Year Est. Return 21.41%
This Quarter Est. Return
1 Year Est. Return
+21.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.82B
AUM Growth
+$57.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$47.5M
2
+$18.6M
3
+$14.6M
4
JNJ icon
Johnson & Johnson
JNJ
+$11.5M
5
ECL icon
Ecolab
ECL
+$8.93M

Top Sells

1
+$28.6M
2
+$27.5M
3
+$970K
4
SLB icon
SLB Ltd
SLB
+$923K
5
LBTYK icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$123M 6.76%
1,265,012
-5,034
2
$119M 6.54%
1,274,317
+90,343
3
$111M 6.12%
817,643
-3,110
4
$102M 5.61%
2,531,510
-10,250
5
$92.9M 5.11%
2,256,966
-9,171
6
$92.1M 5.07%
115,089
-472
7
$87.5M 4.81%
256,153
-1,219
8
$85.9M 4.73%
2,597,036
+561,522
9
$81.9M 4.51%
364,608
-1,528
10
$72.5M 3.99%
894,730
-3,509
11
$69.6M 3.83%
1,699,892
-20,327
12
$69.2M 3.81%
612,164
+78,963
13
$68.6M 3.78%
2,189,004
-9,200
14
$65.3M 3.59%
1,218,052
-4,982
15
$63.6M 3.5%
738,305
-10,712
16
$63.1M 3.47%
661,306
+497,710
17
$56M 3.08%
1,019,412
-4,106
18
$43.9M 2.41%
435,253
-1,869
19
$41M 2.26%
2,724,150
-15,015
20
$37.9M 2.09%
124,949
-3,198
21
$33.4M 1.84%
357,844
+89,307
22
$26.5M 1.46%
232,697
-2,189
23
$25M 1.37%
371,931
-4,374
24
$23.1M 1.27%
237,165
+118,266
25
$22.3M 1.23%
423,601
-4,419
1
2 3