MPA

Marvin & Palmer Associates Portfolio holdings

AUM $135M
1-Year Est. Return 72.57%
This Quarter Est. Return
1 Year Est. Return
+72.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
-$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$8.86M
2
+$4.69M
3
+$3.9M
4
EDU icon
New Oriental
EDU
+$3.11M
5
HUM icon
Humana
HUM
+$2.79M

Top Sells

1
+$4.9M
2
+$4.57M
3
+$3.91M
4
WOLF icon
Wolfspeed
WOLF
+$3.07M
5
CVS icon
CVS Health
CVS
+$2.98M

Sector Composition

1 Financials 17.14%
2 Consumer Discretionary 14.43%
3 Technology 13.79%
4 Communication Services 13.19%
5 Industrials 12.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.9M 1.24%
49,500
-69,100
27
$1.88M 1.23%
7,650
-4,800
28
$1.85M 1.21%
24,100
-10,100
29
$1.84M 1.21%
50,800
-31,400
30
$1.81M 1.19%
38,000
-23,600
31
$1.76M 1.15%
+1,745
32
$1.75M 1.14%
31,700
-21,300
33
$1.66M 1.09%
52,000
-25,400
34
$1.66M 1.08%
13,403
-1,351
35
$1.65M 1.08%
+42,800
36
$1.6M 1.04%
293,243
-32,271
37
$1.57M 1.03%
283,250
-30,800
38
$1.5M 0.98%
26,500
-52,500
39
$1.49M 0.97%
34,443
-21,136
40
$1.48M 0.97%
+63,000
41
$1.45M 0.95%
+15,200
42
$1.44M 0.94%
+28,700
43
$1.44M 0.94%
+18,588
44
$1.44M 0.94%
11,200
-3,600
45
$1.43M 0.94%
+30,600
46
$1.4M 0.91%
22,200
-32,200
47
$1.33M 0.87%
+10,400
48
$1.33M 0.87%
+156,000
49
$1.32M 0.87%
17,500
-5,400
50
$1.26M 0.83%
16,400
-27,800
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