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
$98.4M
AUM Growth
+$147K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$2M
3
+$1.87M
4
AMGN icon
Amgen
AMGN
+$1.46M
5
MDT icon
Medtronic
MDT
+$1.36M

Top Sells

1
+$2.45M
2
+$2.16M
3
+$1.75M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.54M
5
LAZ icon
Lazard
LAZ
+$1.29M

Sector Composition

1 Healthcare 21.93%
2 Communication Services 18.17%
3 Financials 17.04%
4 Industrials 13.74%
5 Technology 13.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.72M 1.75%
15,491
-319
27
$1.71M 1.74%
53,338
-1,702
28
$1.61M 1.64%
16,944
-366
29
$1.59M 1.61%
16,467
-568
30
$1.55M 1.58%
100,000
31
$1.46M 1.48%
+9,167
32
$1.39M 1.41%
28,774
-946
33
$1.36M 1.38%
+18,699
34
$1.35M 1.38%
+10,773
35
$1.29M 1.31%
6,718
-137
36
$1.13M 1.15%
+10,078
37
$1.07M 1.09%
9,873
-482
38
$1.03M 1.05%
27,900
-3,800
39
$1.03M 1.05%
7,690
-2,936
40
$1.02M 1.03%
891
-754
41
$840K 0.85%
9,040
-5,840
42
$781K 0.79%
3,423
-276
43
$767K 0.78%
+25,500
44
$762K 0.77%
72,600
45
$568K 0.58%
44,800
-12,000
46
$429K 0.44%
12,600
47
$423K 0.43%
18,900
-5,000
48
$340K 0.35%
7,648
-1,943
49
$327K 0.33%
+41,600
50
$292K 0.3%
54,247
-13,562
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