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
$4.18B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$133M
2
+$75.3M
3
+$42.6M
4
FTV icon
Fortive
FTV
+$33.9M
5
JNJ icon
Johnson & Johnson
JNJ
+$27M

Top Sells

1
+$100M
2
+$18.3M
3
+$17.4M
4
MKL icon
Markel Group
MKL
+$15.9M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$15.6M

Sector Composition

1 Technology 30.7%
2 Financials 21.9%
3 Healthcare 9.77%
4 Communication Services 9.66%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$254M 6.09%
1,123,220
-68,723
2
$226M 5.4%
3,375,980
-273,420
3
$201M 4.81%
176,022
-13,943
4
$200M 4.79%
606,612
+129,150
5
$195M 4.66%
2,655,384
-147,080
6
$167M 3.99%
724,937
-65,949
7
$164M 3.92%
625,733
-54,343
8
$164M 3.92%
924,880
-98,241
9
$151M 3.61%
425,433
-38,993
10
$145M 3.47%
752,447
-49,229
11
$140M 3.34%
370,748
-28,971
12
$136M 3.25%
932,654
+184,783
13
$136M 3.25%
242,309
-18,533
14
$134M 3.2%
2,523,548
-148,686
15
$133M 3.18%
991,930
+991,639
16
$131M 3.15%
2,217,300
-253,349
17
$115M 2.74%
609,487
-44,266
18
$114M 2.72%
1,977,807
-175,869
19
$112M 2.69%
2,147,692
-149,054
20
$110M 2.63%
463,312
-30,475
21
$108M 2.58%
1,167,040
-79,340
22
$106M 2.53%
1,652,598
+530,244
23
$104M 2.48%
2,177,701
-135,283
24
$101M 2.42%
493,780
-42,345
25
$96.5M 2.31%
822,012
-79,482
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