Mar Vista Investment Partners as of March 31, 2011
Portfolio Holdings for Mar Vista Investment Partners
Mar Vista Investment Partners holds 102 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| American Tower Corporation | 4.5 | $51M | 980k | 51.82 | |
| Exxon Mobil Corporation (XOM) | 4.5 | $50M | 597k | 84.13 | |
| Omni (OMC) | 4.2 | $47M | 966k | 49.02 | |
| C.R. Bard | 4.1 | $46M | 467k | 99.25 | |
| Thermo Fisher Scientific (TMO) | 3.7 | $41M | 746k | 55.55 | |
| Paychex (PAYX) | 3.6 | $41M | 1.3M | 31.38 | |
| Oracle Corporation (ORCL) | 3.6 | $40M | 1.2M | 33.43 | |
| Berkshire Hathaway (BRK.B) | 3.5 | $40M | 477k | 83.63 | |
| Microsoft Corporation (MSFT) | 3.5 | $39M | 1.6M | 25.39 | |
| Pepsi (PEP) | 3.3 | $38M | 582k | 64.41 | |
| Apple (AAPL) | 3.3 | $37M | 106k | 348.51 | |
| FedEx Corporation (FDX) | 3.0 | $33M | 358k | 93.55 | |
| Qualcomm (QCOM) | 2.9 | $33M | 604k | 54.83 | |
| Visa (V) | 2.7 | $31M | 419k | 73.62 | |
| Hewlett-Packard Company | 2.7 | $30M | 743k | 40.97 | |
| Wells Fargo & Company (WFC) | 2.6 | $30M | 941k | 31.71 | |
| Walt Disney Company (DIS) | 2.3 | $26M | 593k | 43.09 | |
| Baxter International (BAX) | 2.1 | $24M | 444k | 53.77 | |
| Lowe's Companies (LOW) | 2.1 | $23M | 880k | 26.43 | |
| Joy Global | 2.0 | $22M | 226k | 98.81 | |
| St. Jude Medical | 2.0 | $22M | 436k | 51.04 | |
| First American Financial (FAF) | 1.9 | $22M | 1.3M | 16.48 | |
| Maxim Integrated Products | 1.9 | $21M | 821k | 25.56 | |
| Chevron Corporation (CVX) | 1.7 | $19M | 179k | 107.48 | |
| Johnson & Johnson (JNJ) | 1.7 | $19M | 317k | 59.25 | |
| Adobe Systems Incorporated (ADBE) | 1.6 | $18M | 548k | 33.09 | |
| Dollar General (DG) | 1.6 | $18M | 575k | 31.35 | |
| Praxair | 1.6 | $18M | 175k | 101.60 | |
| Jacobs Engineering | 1.5 | $17M | 339k | 51.31 | |
| Rockwell Collins | 1.5 | $16M | 254k | 64.83 | |
| News Corporation | 1.4 | $16M | 902k | 17.58 | |
| United Technologies Corporation | 1.4 | $15M | 181k | 84.65 | |
| Intel Corporation (INTC) | 1.3 | $15M | 723k | 20.18 | |
| Target Corporation (TGT) | 1.3 | $14M | 283k | 50.02 | |
| Novartis (NVS) | 1.2 | $14M | 258k | 54.35 | |
| Procter & Gamble Company (PG) | 1.2 | $14M | 225k | 61.60 | |
| CoreLogic | 1.1 | $12M | 662k | 18.50 | |
| 1.1 | $12M | 21k | 586.76 | ||
| Union Pacific Corporation (UNP) | 0.9 | $10M | 101k | 98.33 | |
| Anheuser-Busch InBev NV (BUD) | 0.8 | $9.0M | 157k | 57.17 | |
| SBA Communications Corporation | 0.6 | $6.5M | 162k | 39.80 | |
| Noble Corporation Com Stk | 0.5 | $5.7M | 127k | 44.72 | |
| Microchip Technology (MCHP) | 0.5 | $5.3M | 139k | 37.76 | |
| Ecolab (ECL) | 0.5 | $5.2M | 101k | 50.97 | |
| Foster Wheeler Ltd Com Stk | 0.4 | $4.7M | 125k | 37.34 | |
| Poly | 0.4 | $4.3M | 83k | 51.85 | |
| PetSmart | 0.4 | $4.1M | 101k | 40.84 | |
| Toll Brothers (TOL) | 0.4 | $4.0M | 205k | 19.70 | |
| SYSCO Corporation (SYY) | 0.3 | $3.8M | 138k | 27.90 | |
| Autodesk (ADSK) | 0.3 | $3.8M | 86k | 43.57 | |
| MasterCard Incorporated (MA) | 0.3 | $3.5M | 14k | 251.72 | |
| People's United Financial | 0.3 | $3.1M | 242k | 12.71 | |
| Weatherford International Lt reg | 0.2 | $2.8M | 123k | 22.62 | |
| NetApp (NTAP) | 0.2 | $2.7M | 55k | 48.51 | |
| Contango Oil & Gas Company | 0.2 | $2.5M | 40k | 62.77 | |
| Discovery Communications | 0.2 | $2.4M | 60k | 39.90 | |
| TransDigm Group Incorporated (TDG) | 0.2 | $2.3M | 28k | 82.75 | |
| iShares Russell 1000 Growth Index (IWF) | 0.2 | $1.8M | 30k | 60.47 | |
| El Paso Corporation | 0.1 | $634k | 35k | 18.00 | |
| Hologic (HOLX) | 0.1 | $514k | 23k | 22.20 | |
| EMC Corporation | 0.1 | $561k | 21k | 26.56 | |
| Coca-Cola Company (KO) | 0.0 | $433k | 6.5k | 66.34 | |
| Wal-Mart Stores (WMT) | 0.0 | $410k | 7.9k | 52.05 | |
| Home Depot (HD) | 0.0 | $399k | 11k | 37.06 | |
| United Parcel Service (UPS) | 0.0 | $415k | 5.6k | 74.32 | |
| Citrix Systems | 0.0 | $492k | 6.7k | 73.46 | |
| T. Rowe Price (TROW) | 0.0 | $449k | 6.8k | 66.42 | |
| St. Joe Company (JOE) | 0.0 | $486k | 22k | 21.85 | |
| American Express Company (AXP) | 0.0 | $305k | 6.8k | 45.20 | |
| Bank of America Corporation (BAC) | 0.0 | $305k | 23k | 13.33 | |
| Legg Mason | 0.0 | $393k | 11k | 36.27 | |
| CSX Corporation (CSX) | 0.0 | $385k | 4.9k | 78.60 | |
| Medtronic | 0.0 | $381k | 9.7k | 39.35 | |
| Verizon Communications (VZ) | 0.0 | $283k | 7.3k | 38.54 | |
| Western Digital (WDC) | 0.0 | $354k | 9.5k | 37.29 | |
| Yum! Brands (YUM) | 0.0 | $387k | 7.5k | 51.38 | |
| Amgen (AMGN) | 0.0 | $315k | 5.9k | 53.45 | |
| Gilead Sciences (GILD) | 0.0 | $300k | 7.1k | 42.47 | |
| Express Scripts | 0.0 | $301k | 5.4k | 55.61 | |
| Goldman Sachs (GS) | 0.0 | $249k | 1.6k | 158.60 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $222k | 4.8k | 46.10 | |
| Lender Processing Services | 0.0 | $249k | 8.4k | 29.52 | |
| SEI Investments Company (SEIC) | 0.0 | $226k | 9.5k | 23.79 | |
| Costco Wholesale Corporation (COST) | 0.0 | $266k | 3.6k | 73.32 | |
| McDonald's Corporation (MCD) | 0.0 | $236k | 3.1k | 76.09 | |
| Cisco Systems (CSCO) | 0.0 | $258k | 15k | 17.25 | |
| NVIDIA Corporation (NVDA) | 0.0 | $273k | 15k | 18.46 | |
| AFLAC Incorporated (AFL) | 0.0 | $269k | 5.1k | 52.78 | |
| Automatic Data Processing (ADP) | 0.0 | $237k | 4.6k | 51.31 | |
| Best Buy (BBY) | 0.0 | $256k | 8.9k | 28.72 | |
| Tiffany & Co. | 0.0 | $218k | 3.5k | 61.44 | |
| Morgan Stanley (MS) | 0.0 | $191k | 7.0k | 27.32 | |
| Nike (NKE) | 0.0 | $263k | 3.5k | 75.70 | |
| General Dynamics Corporation (GD) | 0.0 | $264k | 3.5k | 76.18 | |
| Manpower (MAN) | 0.0 | $178k | 2.8k | 62.88 | |
| Marathon Oil Corporation (MRO) | 0.0 | $195k | 3.7k | 53.31 | |
| Celgene Corporation | 0.0 | $269k | 4.7k | 57.58 | |
| Akamai Technologies (AKAM) | 0.0 | $120k | 3.2k | 38.00 | |
| Staples | 0.0 | $165k | 8.5k | 19.42 | |
| Colgate-Palmolive Company (CL) | 0.0 | $7.2k | 89.00 | 80.45 | |
| Unilever | 0.0 | $7.7k | 244.00 | 31.40 | |
| Stericycle (SRCL) | 0.0 | $1.5k | 17.00 | 88.65 |
