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
$97.6M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$2.7M
3
+$2.47M
4
VNM icon
VanEck Vietnam ETF
VNM
+$2.37M
5
V icon
Visa
V
+$1.79M

Top Sells

1
+$1.94M
2
+$1.88M
3
+$1.52M
4
MCK icon
McKesson
MCK
+$1.51M
5
CMI icon
Cummins
CMI
+$834K

Sector Composition

1 Consumer Discretionary 23.21%
2 Technology 19.52%
3 Financials 18.72%
4 Industrials 10.23%
5 Healthcare 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.85M 1.89%
30,750
-1,300
27
$1.84M 1.88%
40,200
+11,800
28
$1.8M 1.85%
9,500
-300
29
$1.79M 1.84%
+23,100
30
$1.74M 1.78%
1,365
31
$1.68M 1.72%
32,750
-1,500
32
$1.65M 1.69%
26,300
-1,000
33
$1.64M 1.68%
15,450
-600
34
$1.46M 1.49%
+31,307
35
$1.42M 1.45%
6,525
-300
36
$1.18M 1.21%
9,875
-300
37
$1.04M 1.07%
+19,500
38
$1.01M 1.04%
11,500
-9,475
39
$958K 0.98%
5,900
-2,850
40
$776K 0.8%
25,200
-1,600
41
$766K 0.78%
2,500
42
$279K 0.29%
+36,000
43
$212K 0.22%
7,800
-1,700
44
$194K 0.2%
2,100
-600
45
$174K 0.18%
+3,000
46
$163K 0.17%
860
-400
47
$162K 0.17%
7,100
-1,400
48
$131K 0.13%
3,100
-1,300
49
$70K 0.07%
900
-700
50
$58K 0.06%
4,000
-2,000
1
2
3