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
$2.03B
AUM Growth
-$259M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$49.5M
3
+$35M
4
EFX icon
Equifax
EFX
+$16.5M
5
MCO icon
Moody's
MCO
+$8.88M

Top Sells

1
+$51.9M
2
+$40.1M
3
+$36.8M
4
PEP icon
PepsiCo
PEP
+$33.3M
5
ADI icon
Analog Devices
ADI
+$32.7M

Sector Composition

1 Technology 44.01%
2 Industrials 13.2%
3 Financials 8.89%
4 Healthcare 8.82%
5 Communication Services 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$140M 6.9%
313,737
-47,326
2
$112M 5.51%
532,119
+166,189
3
$104M 5.11%
81,371
-12,005
4
$95.7M 4.71%
495,394
-190,456
5
$82.6M 4.06%
584,647
-91,831
6
$78.8M 3.88%
405,538
-787
7
$77.3M 3.8%
383,093
-57,876
8
$70.4M 3.46%
273,665
-34,120
9
$68.4M 3.37%
155,904
+7,087
10
$67.7M 3.33%
257,894
-10,410
11
$66.2M 3.26%
47,394
-6,353
12
$65.6M 3.23%
973,860
-186,976
13
$64.3M 3.16%
350,493
-282,731
14
$62.1M 3.06%
111,796
-55,646
15
$56.7M 2.79%
134,751
+21,098
16
$55.7M 2.74%
561,252
-281,040
17
$53.7M 2.64%
214,987
-36,812
18
$53.4M 2.63%
131,343
-16,880
19
$52.2M 2.57%
79,474
-11,545
20
$50.2M 2.47%
343,124
-72,579
21
$50.1M 2.46%
+312,110
22
$49.5M 2.44%
+98,258
23
$48.8M 2.4%
213,825
-143,246
24
$48.6M 2.39%
961,757
-222,218
25
$48.5M 2.38%
85,992
-12,480
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