MPA

Marvin & Palmer Associates Portfolio holdings

AUM $117M
1-Year Est. Return 62.53%
This Quarter Est. Return
1 Year Est. Return
+62.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.3M
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$2.68M
3
+$2.43M
4
HD icon
Home Depot
HD
+$2.13M
5
AMAT icon
Applied Materials
AMAT
+$2.1M

Top Sells

1
+$3.08M
2
+$2.34M
3
+$2.15M
4
RTX icon
RTX Corp
RTX
+$2M
5
MCD icon
McDonald's
MCD
+$1.92M

Sector Composition

1 Communication Services 19.77%
2 Healthcare 16.69%
3 Financials 15.25%
4 Industrials 13.61%
5 Technology 11.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.61M 1.64%
100,000
27
$1.57M 1.6%
14,880
-22,082
28
$1.54M 1.57%
17,310
-4,850
29
$1.45M 1.48%
+4,023
30
$1.43M 1.46%
55,040
-17,350
31
$1.43M 1.45%
+27,000
32
$1.36M 1.38%
17,035
-4,825
33
$1.33M 1.35%
29,720
-9,680
34
$1.29M 1.31%
25,420
-7,665
35
$1.28M 1.3%
10,626
-3,141
36
$1.25M 1.28%
6,855
-1,944
37
$1.24M 1.27%
31,700
+28,100
38
$1.24M 1.26%
19,215
-5,952
39
$1.14M 1.16%
20,137
-6,343
40
$1.1M 1.12%
11,660
-3,680
41
$1.05M 1.07%
10,355
-3,325
42
$1M 1.02%
13,535
-3,935
43
$779K 0.79%
8,900
-1,300
44
$733K 0.75%
3,699
-1,075
45
$727K 0.74%
20,100
-3,400
46
$661K 0.67%
28,400
+4,800
47
$648K 0.66%
72,600
+30,800
48
$602K 0.61%
14,500
-3,000
49
$489K 0.5%
+19,400
50
$482K 0.49%
23,900
-3,600
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