MPA

Marvin & Palmer Associates Portfolio holdings

AUM $135M
1-Year Est. Return 72.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+72.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$1.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$7.09M
3
+$6.78M
4
KSU
Kansas City Southern
KSU
+$6.46M
5
HD icon
Home Depot
HD
+$5.75M

Top Sells

1
+$7.21M
2
+$6.41M
3
+$5.81M
4
CRM icon
Salesforce
CRM
+$5.39M
5
MCD icon
McDonald's
MCD
+$3.71M

Sector Composition

1 Technology 28.83%
2 Industrials 20.32%
3 Financials 17.68%
4 Healthcare 13.39%
5 Communication Services 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-24,465
27
– –
-136,144
28
– –
-35,538
29
– –
-17,870
30
– –
-25,620
31
– –
-37,924
1
2