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
$2.55B
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$63.3M
2
+$38M
3
+$26.3M

Top Sells

1
+$34.3M
2
+$13M
3
+$9.13M
4
MKL icon
Markel Group
MKL
+$6.83M
5
ORCL icon
Oracle
ORCL
+$6.28M

Sector Composition

1 Technology 26.44%
2 Financials 17.46%
3 Industrials 12.93%
4 Communication Services 6.89%
5 Healthcare 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$134M 5.26%
123,777
-6,299
2
$134M 5.25%
718,174
-48,889
3
$130M 5.11%
905,040
-90,106
4
$130M 5.09%
3,750,017
-91,327
5
$120M 4.7%
586,944
-20,899
6
$117M 4.57%
2,645,058
-142,615
7
$111M 4.37%
1,997,100
-58,240
8
$110M 4.33%
799,879
-28,691
9
$93.7M 3.67%
339,766
-14,882
10
$89.1M 3.49%
1,925,804
+567,364
11
$82.8M 3.24%
339,545
-15,812
12
$81.9M 3.21%
1,470,039
-40,297
13
$81.6M 3.2%
581,691
-22,009
14
$78.9M 3.09%
1,733,960
-42,914
15
$77.5M 3.04%
912,100
-26,800
16
$75.8M 2.97%
1,515,273
-58,513
17
$74.9M 2.94%
1,117,995
-30,979
18
$67.7M 2.65%
196,044
-4,770
19
$63.3M 2.48%
+325,603
20
$53.9M 2.11%
634,584
-15,334
21
$52.2M 2.05%
394,127
-18,210
22
$51.7M 2.03%
1,260,694
-139,713
23
$49.2M 1.93%
1,033,669
-22,310
24
$49.2M 1.93%
288,289
-12,345
25
$48.8M 1.91%
84,415
-2,297
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