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
$3.4B
AUM Growth
+$847M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$51.5M
2
+$46.5M
3
+$36.5M
4
MKL icon
Markel Group
MKL
+$35.6M
5
XPO icon
XPO
XPO
+$34.8M

Top Sells

1
+$53.9M
2
+$12.1M

Sector Composition

1 Technology 26.27%
2 Financials 18.23%
3 Industrials 13.66%
4 Healthcare 7.51%
5 Communication Services 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$190M 5.6%
888,484
+170,310
2
$183M 5.38%
4,630,394
+880,377
3
$183M 5.38%
153,771
+29,994
4
$164M 4.82%
1,127,995
+222,955
5
$159M 4.68%
998,538
+198,659
6
$151M 4.44%
2,530,620
+533,520
7
$138M 4.06%
607,512
+20,568
8
$136M 4%
2,410,284
+484,480
9
$124M 3.66%
2,410,651
-234,407
10
$123M 3.63%
416,441
+76,675
11
$120M 3.53%
3,039,550
+1,305,590
12
$115M 3.37%
424,936
+85,391
13
$114M 3.35%
1,138,360
+226,260
14
$114M 3.34%
724,912
+143,221
15
$103M 3.04%
1,861,829
+391,790
16
$99M 2.91%
1,874,579
+359,306
17
$90.2M 2.65%
242,376
+46,332
18
$84.2M 2.48%
316,535
+174,871
19
$81M 2.38%
539,511
+145,384
20
$80.2M 2.36%
1,316,724
+198,729
21
$70.2M 2.07%
508,317
+141,092
22
$70.2M 2.06%
1,416,166
+382,497
23
$66.7M 1.96%
1,552,996
+292,302
24
$66.5M 1.96%
404,487
+78,884
25
$66.5M 1.96%
397,785
+109,496
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