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
$2.4B
AUM Growth
-$73.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$81.5M
2
+$19.8M
3
+$12.9M
4
MCO icon
Moody's
MCO
+$818K

Top Sells

1
+$52.8M
2
+$49.8M
3
+$40.7M
4
MTD icon
Mettler-Toledo International
MTD
+$40.2M
5
AMT icon
American Tower
AMT
+$21.9M

Sector Composition

1 Technology 21.4%
2 Financials 16.81%
3 Consumer Discretionary 10.87%
4 Healthcare 9.95%
5 Industrials 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$165M 6.9%
1,360,925
-180,502
2
$138M 5.75%
827,876
-298,801
3
$132M 5.5%
2,956,677
+444,926
4
$116M 4.85%
487,369
-69,405
5
$116M 4.84%
119,044
-16,117
6
$109M 4.53%
2,188,479
+259,991
7
$108M 4.51%
903,367
-104,626
8
$104M 4.35%
1,787,959
-260,067
9
$94.3M 3.93%
2,274,240
-280,500
10
$82.5M 3.44%
658,256
-95,409
11
$81.5M 3.4%
+394,910
12
$81.1M 3.38%
1,038,477
-162,997
13
$79.6M 3.32%
686,154
-90,893
14
$76.5M 3.19%
588,118
-76,798
15
$75.2M 3.14%
529,446
-77,129
16
$73.4M 3.06%
2,043,020
-126,804
17
$70.3M 2.93%
628,875
-45,560
18
$70.3M 2.93%
146,706
-83,933
19
$70.1M 2.92%
1,362,079
-177,846
20
$60.9M 2.54%
1,539,782
-186,750
21
$55.3M 2.3%
1,282,661
-167,460
22
$48.3M 2.02%
388,074
-27,880
23
$46.6M 1.94%
1,051,300
-162,660
24
$46.5M 1.94%
402,142
-27,667
25
$44.8M 1.87%
203,565
-239,968
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