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
$3.96B
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$96.8M
2
+$44.1M
3
+$17.8M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$9.83M
5
MKL icon
Markel Group
MKL
+$8.95M

Top Sells

1
+$98.4M
2
+$24.5M
3
+$1.29M
4
MDT icon
Medtronic
MDT
+$608K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.1K

Sector Composition

1 Technology 26.31%
2 Financials 23.2%
3 Healthcare 9.06%
4 Communication Services 8.05%
5 Industrials 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$248M 6.26%
1,191,943
+212,196
2
$225M 5.66%
189,965
+7,572
3
$222M 5.61%
3,649,400
+161,240
4
$181M 4.56%
680,076
+30,222
5
$175M 4.41%
790,886
-445,130
6
$173M 4.37%
1,023,121
+22,759
7
$166M 4.18%
464,426
+15,111
8
$159M 4.01%
801,676
+25,440
9
$157M 3.96%
2,802,464
+79,064
10
$147M 3.71%
2,672,234
+94,698
11
$137M 3.45%
2,470,649
+321,889
12
$136M 3.43%
260,842
+10,255
13
$136M 3.43%
399,719
+19,610
14
$132M 3.33%
477,462
+21,974
15
$129M 3.26%
2,153,676
+73,430
16
$112M 2.84%
653,753
+33,728
17
$108M 2.73%
1,246,380
+50,900
18
$107M 2.69%
2,296,746
+105,228
19
$101M 2.55%
493,787
+28,221
20
$100M 2.54%
51,196
+2,247
21
$96.8M 2.44%
747,871
+41,562
22
$96.8M 2.44%
+2,312,984
23
$95.5M 2.41%
536,125
-137,551
24
$89.5M 2.26%
1,786,847
+92,159
25
$87.2M 2.2%
901,494
+88,765
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