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
$222M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$11.1M
3
+$10.9M
4
UNH icon
UnitedHealth
UNH
+$10.7M
5
MOO icon
VanEck Agribusiness ETF
MOO
+$10.5M

Top Sells

1
+$12.6M
2
+$12.1M
3
+$11.9M
4
GS icon
Goldman Sachs
GS
+$11.2M
5
AMAT icon
Applied Materials
AMAT
+$10.4M

Sector Composition

1 Financials 21.81%
2 Healthcare 14.74%
3 Technology 14.25%
4 Energy 13.25%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 0.58%
14,777
-105,746
27
$1.26M 0.57%
+7,000
28
$1.11M 0.5%
59,013
-63,164
29
$1.06M 0.48%
8,079
-78,741
30
– –
-93,703
31
– –
-52,464
32
– –
-91,933
33
– –
-21,800
34
– –
-29,190
35
– –
-22,850
36
– –
-24,425
37
– –
-175,570
38
– –
-26,712
39
– –
-42,746
40
– –
-23,739
41
– –
-8,198
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