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
$117M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$3.52M
3
+$3.46M
4
CMI icon
Cummins
CMI
+$3.33M
5
JPM icon
JPMorgan Chase
JPM
+$3.28M

Top Sells

1
+$5.05M
2
+$4.21M
3
+$4.15M
4
CRM icon
Salesforce
CRM
+$4.04M
5
HON icon
Honeywell
HON
+$3.26M

Sector Composition

1 Technology 44.77%
2 Financials 20.41%
3 Industrials 13.76%
4 Communication Services 6.78%
5 Healthcare 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.11M 1.8%
60,980
-2,820
27
$2.08M 1.77%
+38,455
28
$2.02M 1.72%
+19,955
29
$1.97M 1.68%
49,700
+9,400
30
$1.72M 1.47%
14,487
-680
31
$937K 0.8%
17,055
-9,970
32
$837K 0.71%
+52,500
33
$765K 0.65%
31,685
-22,635
34
$727K 0.62%
55,730
-43,710
35
– –
-26,100
36
– –
-34,600
37
– –
-27,485
38
– –
-29,291
39
– –
-24,735
40
– –
-13,130
41
– –
-56,660
42
– –
-38,700
43
– –
-44,210
44
– –
-23,580
45
– –
-34,758
46
– –
-58,375
47
– –
-31,100
48
– –
-51,915
49
– –
-9,745
50
– –
-12,000
1
2
3