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
$3.81B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$3.68M
3
+$56K
4
IFX
INFINEON TECH AG ADS(REP1 ORD)
IFX
+$53.8K
5
BABA icon
Alibaba
BABA
+$50.6K

Top Sells

1
+$52.2M
2
+$50.7M
3
+$24.2M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$12.5M
5
AMZN icon
Amazon
AMZN
+$8.1M

Sector Composition

1 Technology 36.85%
2 Financials 17.1%
3 Consumer Discretionary 10.77%
4 Communication Services 8.86%
5 Healthcare 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$251M 6.57%
2,163,063
-209,105
2
$212M 5.55%
1,344,200
-51,440
3
$203M 5.31%
951,226
-58,508
4
$178M 4.67%
1,142,583
-43,609
5
$172M 4.51%
526,819
-22,602
6
$164M 4.3%
334,401
-103,394
7
$156M 4.1%
2,128,380
-108,680
8
$153M 4.02%
728,389
-26,115
9
$141M 3.71%
145,216
-5,834
10
$138M 3.63%
2,694,616
+734,256
11
$127M 3.33%
771,706
-33,237
12
$118M 3.09%
468,761
-17,266
13
$114M 3%
436,950
-17,579
14
$114M 2.99%
471,250
-12,502
15
$113M 2.95%
897,792
-33,541
16
$112M 2.92%
749,051
-32,993
17
$107M 2.81%
982,480
-49,456
18
$105M 2.76%
362,954
-17,417
19
$100M 2.63%
1,663,560
-75,299
20
$98.9M 2.59%
290,602
-16,083
21
$98.1M 2.57%
490,653
-23,057
22
$91.7M 2.4%
232,010
-132,150
23
$89.4M 2.34%
92,535
-4,245
24
$84.7M 2.22%
1,328,572
-72,800
25
$65.7M 1.72%
1,421,091
-72,531
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