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
$245M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$10.2M
3
+$9.23M
4
DOV icon
Dover
DOV
+$9.2M
5
TSCO icon
Tractor Supply
TSCO
+$8.99M

Top Sells

1
+$10.3M
2
+$10.1M
3
+$10.1M
4
AAPL icon
Apple
AAPL
+$8.45M
5
TMO icon
Thermo Fisher Scientific
TMO
+$8.08M

Sector Composition

1 Financials 27.42%
2 Technology 24.63%
3 Industrials 19.12%
4 Consumer Discretionary 8.17%
5 Energy 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.85M 0.75%
+13,530
27
$1.78M 0.73%
+38,355
28
$496K 0.2%
+8,100
29
– –
-17,711
30
– –
-69,135
31
– –
-283,780
32
– –
-25,444
33
– –
-151,045
34
– –
-9,770
35
– –
-129,476
36
– –
-65,755
37
– –
-416,920
38
– –
-46,980
39
– –
-30,494
40
– –
-50,884
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