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
$105M
AUM Growth
-$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$5M
3
+$4.59M
4
AMZN icon
Amazon
AMZN
+$3.64M
5
CRM icon
Salesforce
CRM
+$3.28M

Top Sells

1
+$6.63M
2
+$6.46M
3
+$6.3M
4
USB icon
US Bancorp
USB
+$5.85M
5
AXP icon
American Express
AXP
+$5.66M

Sector Composition

1 Technology 35.47%
2 Financials 15.3%
3 Healthcare 14.97%
4 Consumer Discretionary 12.14%
5 Industrials 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$963K 0.92%
92,243
27
$870K 0.83%
+10,035
28
$553K 0.53%
+6,040
29
– –
-63,192
30
– –
-45,476
31
– –
-99,229
32
– –
-45,850
33
– –
-28,550
34
– –
-62,400
35
– –
-48,615
36
– –
-98,611
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