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
$1.66B
AUM Growth
-$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$55.2M
2
+$52.8M
3
+$47.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$44.5M
5
AMZN icon
Amazon
AMZN
+$38.2M

Top Sells

1
+$57.5M
2
+$44.6M
3
+$44.2M
4
BEAV
B/E Aerospace Inc
BEAV
+$29.2M
5
MDLZ icon
Mondelez International
MDLZ
+$26.7M

Sector Composition

1 Industrials 15.83%
2 Technology 15.44%
3 Financials 14.37%
4 Healthcare 11.91%
5 Consumer Discretionary 11.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$110M 6.63%
1,254,534
-19,783
2
$105M 6.33%
807,515
-10,128
3
$99M 5.95%
1,096,671
-168,341
4
$92.8M 5.58%
115,785
+696
5
$86.8M 5.21%
319,310
+194,361
6
$78.4M 4.71%
2,196,414
-400,622
7
$76.6M 4.6%
360,684
-3,924
8
$74M 4.44%
899,503
+4,773
9
$72.2M 4.34%
253,732
-2,421
10
$68.1M 4.09%
620,228
+8,064
11
$67.8M 4.07%
1,618,717
-638,249
12
$65.7M 3.95%
952,369
+214,064
13
$62.1M 3.73%
2,042,860
+1,463,980
14
$60.8M 3.65%
2,205,000
+15,996
15
$56.6M 3.4%
638,213
+202,960
16
$55.2M 3.32%
+607,443
17
$49M 2.94%
861,518
-356,534
18
$47.7M 2.86%
1,186,018
+1,185,293
19
$47.3M 2.84%
1,308,362
-1,223,148
20
$38.2M 2.3%
+1,493,480
21
$33.7M 2.03%
357,736
-108
22
$26.6M 1.6%
1,596,135
-1,128,015
23
$26.3M 1.58%
377,950
+6,019
24
$22.8M 1.37%
228,368
-4,329
25
$22.4M 1.35%
240,472
+3,307
1
2