MPA
Marvin & Palmer Associates Portfolio holdings
AUM
$117M
1-Year Return
62.53%
This Quarter Return
+11.66%
1 Year Return
+62.53%
3 Year Return
+222.2%
5 Year Return
+625.7%
10 Year Return
+2,561.03%
AUM
$96.5M
AUM Growth
+$15M
(+18%)
Cap. Flow
+$8.35M
Cap. Flow
% of AUM
8.65%
Top 10 Holdings %
Top 10 Hldgs %
43.96%
Holding
46
New
7
Increased
19
Reduced
8
Closed
3
Top Buys
| 1 |
Cboe Global Markets
CBOE
|
$3.66M |
| 2 |
Union Pacific
UNP
|
$3.22M |
| 3 |
Marriott International Class A Common Stock
MAR
|
$3.18M |
| 4 |
Home Depot
HD
|
$3.16M |
| 5 |
Honeywell
HON
|
$3.03M |
Top Sells
| 1 |
Cummins
CMI
|
$3.73M |
| 2 |
CELG
Celgene Corp
CELG
|
$3.54M |
| 3 |
Meta Platforms (Facebook)
META
|
$3.33M |
| 4 |
Eaton
ETN
|
$2.62M |
| 5 |
Lam Research
LRCX
|
$955K |
Sector Composition
| 1 | Financials | 32.95% |
| 2 | Technology | 18.33% |
| 3 | Industrials | 11.29% |
| 4 | Healthcare | 10.14% |
| 5 | Consumer Discretionary | 9.86% |
