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
$2.67B
AUM Growth
+$261M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$38.8M
3
+$34.7M
4
MKL icon
Markel Group
MKL
+$20.9M
5
PEP icon
PepsiCo
PEP
+$376K

Top Sells

1
+$36.2M
2
+$16.5M
3
+$5.41M
4
MCO icon
Moody's
MCO
+$3.9M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.64M

Sector Composition

1 Technology 21.16%
2 Financials 18.46%
3 Industrials 13.16%
4 Consumer Staples 8.67%
5 Communication Services 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$157M 5.89%
793,059
-8,253
2
$153M 5.72%
133,921
+18,326
3
$138M 5.18%
968,552
-7,804
4
$137M 5.12%
2,888,003
-24,050
5
$131M 4.9%
889,738
-6,831
6
$124M 4.64%
1,153,508
-7,839
7
$112M 4.18%
2,131,220
-14,680
8
$104M 3.89%
658,652
-4,895
9
$101M 3.78%
+3,182,326
10
$97.4M 3.65%
375,995
-5,131
11
$95.9M 3.59%
349,160
+126,307
12
$87.6M 3.28%
1,635,221
-17,702
13
$84.9M 3.18%
632,991
-5,677
14
$81.6M 3.06%
1,448,410
-642,260
15
$76M 2.85%
1,323,482
-11,688
16
$72.7M 2.72%
1,078,493
+5,026
17
$64.9M 2.43%
370,106
-94,013
18
$63M 2.36%
356,755
-3,575
19
$60.3M 2.26%
1,425,304
+8,284
20
$58.9M 2.21%
1,376,357
-33,799
21
$58.5M 2.19%
1,001,000
-11,060
22
$56.5M 2.12%
1,105,956
+3,428
23
$55.4M 2.08%
89,388
-8,733
24
$54.6M 2.05%
390,613
+2,289
25
$48.9M 1.83%
428,928
+2,432
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