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
$194M
AUM Growth
-$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$9.66M
3
+$8.55M
4
BMY icon
Bristol-Myers Squibb
BMY
+$8.12M
5
KLAC icon
KLA
KLAC
+$7.46M

Top Sells

1
+$11.8M
2
+$10.5M
3
+$7.96M
4
SCHW icon
Charles Schwab
SCHW
+$7.8M
5
USRT icon
iShares Core US REIT ETF
USRT
+$7.61M

Sector Composition

1 Healthcare 30.75%
2 Financials 16.71%
3 Technology 15.69%
4 Energy 13.06%
5 Industrials 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$735K 0.38%
8,079
27
$559K 0.29%
3,320
-3,680
28
– –
-39,140
29
– –
-42,960
30
– –
-100,655
31
– –
-92,561
32
– –
-24,775
33
– –
-170,615
34
– –
-117,767
35
– –
-59,013
1
2