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
$116M
AUM Growth
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$5.03M
3
+$4.81M
4
DIS icon
Walt Disney
DIS
+$4.67M
5
ECL icon
Ecolab
ECL
+$4.26M

Top Sells

1
+$8.77M
2
+$7.16M
3
+$6.07M
4
SCHW icon
Charles Schwab
SCHW
+$5.17M
5
APH icon
Amphenol
APH
+$4.56M

Sector Composition

1 Financials 31.23%
2 Healthcare 21.71%
3 Technology 15.94%
4 Consumer Discretionary 6.48%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$937K 0.81%
63,499
+15,970
27
$922K 0.79%
+7,600
28
– –
-193,820
29
– –
-100,566
30
– –
-18,850
31
– –
-19,045
32
– –
-105,158
33
– –
-21,671
34
– –
-74,728
35
– –
-118,897
36
– –
-30,550
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