MPA

Marvin & Palmer Associates Portfolio holdings

AUM $135M
1-Year Est. Return 72.57%
This Quarter Est. Return
1 Year Est. Return
+72.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$8.01M
2
+$7.18M
3
+$6.88M
4
ISRG icon
Intuitive Surgical
ISRG
+$5.75M
5
NDAQ icon
Nasdaq
NDAQ
+$5.54M

Top Sells

1
+$5.91M
2
+$5.69M
3
+$4.75M
4
AMGN icon
Amgen
AMGN
+$4.55M
5
DOV icon
Dover
DOV
+$4.54M

Sector Composition

1 Technology 40.11%
2 Healthcare 20.09%
3 Consumer Discretionary 15.44%
4 Financials 6.9%
5 Industrials 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.85M 0.98%
41,240
27
$1.75M 0.92%
117,793
28
$1.48M 0.78%
+19,100
29
$910K 0.48%
16,595
30
$298K 0.16%
13,300
31
– –
-46,970
32
– –
-19,305
33
– –
-23,125
34
– –
-28,785
35
– –
-16,820
36
– –
-28,918
37
– –
-147,903
1
2