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
$81.4M
AUM Growth
-$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$3.51M
3
+$2.49M
4
WLK icon
Westlake Corp
WLK
+$2.42M
5
CI icon
Cigna
CI
+$2.41M

Top Sells

1
+$5.56M
2
+$4.75M
3
+$4.64M
4
META icon
Meta Platforms (Facebook)
META
+$4.17M
5
CMCSA icon
Comcast
CMCSA
+$4.11M

Sector Composition

1 Financials 28.87%
2 Technology 23.5%
3 Healthcare 13.86%
4 Industrials 12.1%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.17M 1.44%
16,944
-1,596
27
$1.15M 1.41%
31,852
-3,473
28
$1.06M 1.31%
+29,667
29
$949K 1.17%
17,455
-67,005
30
$874K 1.07%
+26,600
31
$873K 1.07%
+36,000
32
$782K 0.96%
21,095
-49,490
33
$417K 0.51%
27,950
-33,115
34
$85K 0.1%
1,495
-51,805
35
$39K 0.05%
+355
36
$38K 0.05%
800
-117,080
37
$26K 0.03%
+975
38
$18K 0.02%
+2,080
39
$16K 0.02%
+345
40
– –
-3,350
41
– –
-50,310
42
– –
-105,640
43
– –
-88,040
44
– –
-42,590
45
– –
-108,280
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