Mar Vista Investment Partners as of March 31, 2011
Portfolio Holdings for Mar Vista Investment Partners
Mar Vista Investment Partners holds 97 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 | 4.6 | $51M | 979k | 51.82 | |
| Exxon Mobil Corporation (XOM) | 4.5 | $50M | 596k | 84.13 | |
| Omni (OMC) | 4.2 | $46M | 943k | 49.06 | |
| C.R. Bard | 4.1 | $45M | 455k | 99.36 | |
| Oracle Corporation (ORCL) | 3.6 | $40M | 1.2M | 33.43 | |
| Thermo Fisher Scientific (TMO) | 3.6 | $40M | 723k | 55.55 | |
| Paychex (PAYX) | 3.6 | $40M | 1.3M | 31.39 | |
| Berkshire Hathaway (BRK.B) | 3.6 | $40M | 477k | 83.63 | |
| Microsoft Corporation (MSFT) | 3.6 | $39M | 1.6M | 25.39 | |
| Pepsi (PEP) | 3.4 | $38M | 582k | 64.41 | |
| Apple (AAPL) | 3.4 | $37M | 106k | 348.51 | |
| FedEx Corporation (FDX) | 3.0 | $33M | 357k | 93.55 | |
| Qualcomm (QCOM) | 3.0 | $33M | 603k | 54.83 | |
| Visa (V) | 2.8 | $31M | 419k | 73.62 | |
| Hewlett-Packard Company | 2.8 | $30M | 742k | 40.97 | |
| Wells Fargo & Company (WFC) | 2.7 | $30M | 941k | 31.71 | |
| Walt Disney Company (DIS) | 2.3 | $26M | 593k | 43.09 | |
| Baxter International (BAX) | 2.2 | $24M | 443k | 53.77 | |
| Lowe's Companies (LOW) | 2.1 | $23M | 879k | 26.43 | |
| Joy Global | 2.0 | $22M | 223k | 98.81 | |
| St. Jude Medical | 1.9 | $21M | 417k | 51.26 | |
| First American Financial (FAF) | 1.9 | $21M | 1.3M | 16.50 | |
| Maxim Integrated Products | 1.8 | $20M | 789k | 25.60 | |
| Chevron Corporation (CVX) | 1.7 | $19M | 179k | 107.49 | |
| Johnson & Johnson (JNJ) | 1.7 | $19M | 317k | 59.25 | |
| Praxair | 1.6 | $18M | 175k | 101.60 | |
| Dollar General (DG) | 1.6 | $18M | 564k | 31.35 | |
| Adobe Systems Incorporated (ADBE) | 1.6 | $17M | 523k | 33.16 | |
| Jacobs Engineering | 1.5 | $17M | 326k | 51.43 | |
| Rockwell Collins | 1.5 | $16M | 250k | 64.83 | |
| News Corporation | 1.4 | $16M | 901k | 17.58 | |
| United Technologies Corporation | 1.4 | $15M | 181k | 84.65 | |
| Intel Corporation (INTC) | 1.3 | $15M | 721k | 20.18 | |
| Target Corporation (TGT) | 1.3 | $14M | 282k | 50.01 | |
| Novartis (NVS) | 1.3 | $14M | 258k | 54.35 | |
| Procter & Gamble Company (PG) | 1.2 | $14M | 225k | 61.60 | |
| 1.1 | $12M | 21k | 586.77 | ||
| CoreLogic | 1.0 | $11M | 614k | 18.50 | |
| Union Pacific Corporation (UNP) | 0.9 | $9.9M | 101k | 98.33 | |
| Anheuser-Busch InBev NV (BUD) | 0.8 | $9.0M | 157k | 57.17 | |
| SBA Communications Corporation | 0.5 | $5.3M | 134k | 39.68 | |
| Noble Corporation Com Stk | 0.4 | $4.8M | 105k | 45.62 | |
| Microchip Technology (MCHP) | 0.4 | $4.5M | 119k | 38.01 | |
| Ecolab (ECL) | 0.4 | $4.4M | 86k | 51.02 | |
| Poly | 0.4 | $3.9M | 76k | 51.84 | |
| Foster Wheeler Ltd Com Stk | 0.3 | $3.9M | 104k | 37.62 | |
| MasterCard Incorporated (MA) | 0.3 | $3.5M | 14k | 251.71 | |
| PetSmart | 0.3 | $3.4M | 83k | 40.95 | |
| Toll Brothers (TOL) | 0.3 | $3.4M | 170k | 19.77 | |
| Autodesk (ADSK) | 0.3 | $3.2M | 72k | 44.12 | |
| SYSCO Corporation (SYY) | 0.3 | $3.1M | 111k | 27.70 | |
| People's United Financial | 0.2 | $2.5M | 201k | 12.58 | |
| NetApp (NTAP) | 0.2 | $2.3M | 48k | 48.15 | |
| Weatherford International Lt reg | 0.2 | $2.3M | 102k | 22.60 | |
| Discovery Communications | 0.2 | $2.2M | 55k | 39.90 | |
| Contango Oil & Gas Company | 0.2 | $2.1M | 33k | 63.23 | |
| TransDigm Group Incorporated (TDG) | 0.2 | $1.9M | 23k | 83.83 | |
| iShares Russell 1000 Growth Index (IWF) | 0.2 | $1.8M | 30k | 60.48 | |
| El Paso Corporation | 0.1 | $634k | 35k | 18.01 | |
| Hologic (HOLX) | 0.1 | $514k | 23k | 22.20 | |
| EMC Corporation | 0.1 | $561k | 21k | 26.58 | |
| Coca-Cola Company (KO) | 0.0 | $432k | 6.5k | 66.27 | |
| Wal-Mart Stores (WMT) | 0.0 | $410k | 7.9k | 52.10 | |
| Home Depot (HD) | 0.0 | $399k | 11k | 37.08 | |
| United Parcel Service (UPS) | 0.0 | $415k | 5.6k | 74.24 | |
| Citrix Systems | 0.0 | $492k | 6.7k | 73.49 | |
| T. Rowe Price (TROW) | 0.0 | $449k | 6.8k | 66.42 | |
| Yum! Brands (YUM) | 0.0 | $387k | 7.5k | 51.39 | |
| American Express Company (AXP) | 0.0 | $305k | 6.8k | 45.16 | |
| Bank of America Corporation (BAC) | 0.0 | $305k | 23k | 13.32 | |
| CSX Corporation (CSX) | 0.0 | $385k | 4.9k | 78.60 | |
| Medtronic | 0.0 | $381k | 9.7k | 39.33 | |
| Verizon Communications (VZ) | 0.0 | $283k | 7.3k | 38.57 | |
| Western Digital (WDC) | 0.0 | $354k | 9.5k | 37.26 | |
| Amgen (AMGN) | 0.0 | $315k | 5.9k | 53.46 | |
| Gilead Sciences (GILD) | 0.0 | $300k | 7.1k | 42.42 | |
| Express Scripts | 0.0 | $301k | 5.4k | 55.69 | |
| Goldman Sachs (GS) | 0.0 | $249k | 1.6k | 158.60 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $222k | 4.8k | 46.16 | |
| Costco Wholesale Corporation (COST) | 0.0 | $266k | 3.6k | 73.42 | |
| McDonald's Corporation (MCD) | 0.0 | $236k | 3.1k | 76.13 | |
| Cisco Systems (CSCO) | 0.0 | $248k | 15k | 17.13 | |
| NVIDIA Corporation (NVDA) | 0.0 | $273k | 15k | 18.49 | |
| AFLAC Incorporated (AFL) | 0.0 | $269k | 5.1k | 52.85 | |
| Automatic Data Processing (ADP) | 0.0 | $237k | 4.6k | 51.40 | |
| Best Buy (BBY) | 0.0 | $256k | 8.9k | 28.69 | |
| Tiffany & Co. | 0.0 | $217k | 3.5k | 61.30 | |
| Morgan Stanley (MS) | 0.0 | $191k | 7.0k | 27.29 | |
| Nike (NKE) | 0.0 | $263k | 3.5k | 75.57 | |
| General Dynamics Corporation (GD) | 0.0 | $247k | 3.2k | 76.47 | |
| Manpower (MAN) | 0.0 | $178k | 2.8k | 62.79 | |
| Marathon Oil Corporation (MRO) | 0.0 | $195k | 3.7k | 53.22 | |
| Celgene Corporation | 0.0 | $269k | 4.7k | 57.53 | |
| Akamai Technologies (AKAM) | 0.0 | $120k | 3.2k | 38.05 | |
| Staples | 0.0 | $164k | 8.5k | 19.36 | |
| Colgate-Palmolive Company (CL) | 0.0 | $2.0k | 19.00 | 105.26 | |
| Stericycle (SRCL) | 0.0 | $2.0k | 17.00 | 117.65 |
