MVIP

Mar Vista Investment Partners Portfolio holdings

AUM $1.15B
1-Year Est. Return 21.41%
This Quarter Est. Return
1 Year Est. Return
+21.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.06B
AUM Growth
-$265M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$91.4M
2
+$143K
3
+$18K

Top Sells

1
+$74.8M
2
+$73.7M
3
+$66M
4
INTU icon
Intuit
INTU
+$61.4M
5
MCHP icon
Microchip Technology
MCHP
+$45.6M

Sector Composition

1 Technology 32.21%
2 Financials 18.3%
3 Communication Services 9.93%
4 Consumer Discretionary 9.9%
5 Healthcare 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$209M 5.16%
1,527,844
-193,842
2
$204M 5.03%
734,099
-105,899
3
$197M 4.86%
1,145,200
-142,660
4
$193M 4.75%
393,159
-125,266
5
$182M 4.48%
1,451,500
-596,980
6
$171M 4.21%
630,131
-85,194
7
$166M 4.08%
282,809
-39,513
8
$154M 3.78%
820,147
-138,023
9
$152M 3.76%
563,815
-80,992
10
$150M 3.71%
2,008,420
-608,558
11
$147M 3.63%
124,013
-17,714
12
$142M 3.5%
493,546
-68,319
13
$135M 3.32%
613,353
-85,295
14
$130M 3.19%
1,779,459
-257,504
15
$128M 3.16%
368,743
-49,975
16
$118M 2.9%
761,055
-107,155
17
$113M 2.77%
81,240
-9,884
18
$110M 2.7%
302,239
-50,760
19
$98.8M 2.43%
404,295
-57,548
20
$96.6M 2.38%
413,183
-68,177
21
$95.5M 2.35%
203,008
-27,968
22
$93.5M 2.31%
567,698
-107,202
23
$91.3M 2.25%
+1,729,430
24
$83M 2.05%
1,418,922
-195,932
25
$71.9M 1.77%
512,233
-82,084
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