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
$251M
AUM Growth
+$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$11.4M
3
+$9.87M
4
DOV icon
Dover
DOV
+$9.65M
5
MOO icon
VanEck Agribusiness ETF
MOO
+$9.07M

Top Sells

1
+$9.68M
2
+$8.97M
3
+$7.22M
4
CRM icon
Salesforce
CRM
+$6.77M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$6.26M

Sector Composition

1 Technology 29.86%
2 Healthcare 15.9%
3 Industrials 11.8%
4 Financials 9.83%
5 Consumer Discretionary 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.07M 0.82%
122,177
+4,384
27
$2.02M 0.81%
+30,165
28
$771K 0.31%
9,770
-20,900
29
– –
-19,738
30
– –
-45,880
31
– –
-12,425
32
– –
-16,595
33
– –
-26,944
34
– –
-19,100
35
– –
-13,300
36
– –
-42,626
37
– –
-135,399
38
– –
-22,999
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