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
$4.04B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$95.3M
3
+$33.1M
4
VNT icon
Vontier
VNT
+$32.4M
5
MDT icon
Medtronic
MDT
+$38.9K

Top Sells

1
+$100M
2
+$75.6M
3
+$21.4M
4
AAPL icon
Apple
AAPL
+$18.1M
5
AMZN icon
Amazon
AMZN
+$15.1M

Sector Composition

1 Technology 34.04%
2 Financials 16.79%
3 Consumer Discretionary 10.08%
4 Communication Services 8.79%
5 Healthcare 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$269M 6.65%
2,026,464
-136,599
2
$206M 5.1%
889,415
-61,811
3
$204M 5.04%
1,251,480
-92,720
4
$190M 4.69%
499,054
-27,765
5
$174M 4.31%
2,523,252
-171,364
6
$173M 4.28%
1,976,260
-152,120
7
$155M 3.83%
309,629
-24,772
8
$153M 3.8%
689,901
-38,488
9
$152M 3.75%
712,429
-59,277
10
$141M 3.48%
136,005
-9,211
11
$139M 3.43%
618,495
+147,245
12
$134M 3.31%
909,984
-72,496
13
$120M 2.97%
848,051
-49,741
14
$113M 2.79%
413,140
-23,810
15
$110M 2.73%
268,248
-22,354
16
$108M 2.68%
689,130
-59,921
17
$106M 2.63%
+388,935
18
$99.9M 2.47%
87,666
-4,869
19
$99.5M 2.46%
455,034
-35,619
20
$98.8M 2.44%
444,018
-24,743
21
$97.1M 2.4%
334,647
-28,307
22
$95.9M 2.37%
222,383
-9,627
23
$95.3M 2.36%
+1,579,668
24
$85.6M 2.12%
1,613,615
-132,213
25
$73.4M 1.82%
562,740
-579,843
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