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
$3.66B
AUM Growth
+$371M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$51.2M
2
+$31.3M
3
+$14.3M
4
CP icon
Canadian Pacific Kansas City
CP
+$4.07M
5
BABA icon
Alibaba
BABA
+$3.87M

Top Sells

1
+$90.8M
2
+$51.1M
3
+$31.8M
4
AGN
Allergan plc
AGN
+$29.5M
5
MCO icon
Moody's
MCO
+$16.5M

Sector Composition

1 Technology 37.01%
2 Financials 17.21%
3 Consumer Discretionary 9.94%
4 Communication Services 8.76%
5 Healthcare 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$216M 5.91%
2,372,168
-133,236
2
$193M 5.26%
1,395,640
-43,800
3
$191M 5.2%
437,795
-26,835
4
$180M 4.92%
1,009,734
-59,801
5
$166M 4.53%
1,186,192
+223,416
6
$163M 4.44%
549,421
-37,025
7
$158M 4.32%
2,237,060
-102,560
8
$154M 4.19%
754,504
-36,835
9
$141M 3.86%
364,160
-32,656
10
$139M 3.81%
151,050
-16,627
11
$125M 3.41%
483,752
-37,838
12
$116M 3.18%
804,943
-70,112
13
$112M 3.05%
306,685
-44,385
14
$110M 3%
782,044
-114,054
15
$109M 2.99%
1,031,936
-134,685
16
$104M 2.85%
380,371
-60,008
17
$103M 2.82%
1,960,360
-97,310
18
$103M 2.82%
454,529
-17,727
19
$99.2M 2.71%
513,710
-56,979
20
$92.6M 2.53%
1,738,859
-132,697
21
$91.3M 2.49%
931,333
-59,410
22
$91M 2.49%
486,027
+76,124
23
$79.3M 2.17%
1,401,372
-188,360
24
$78M 2.13%
96,780
-11,864
25
$62.2M 1.7%
470,339
-75,810
1
2