MPA

Marvin & Palmer Associates Portfolio holdings

AUM $142M
1-Year Est. Return 71.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+71.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
-$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$9.11M
2
+$8.22M
3
+$8.01M
4
AMP icon
Ameriprise Financial
AMP
+$7.89M
5
MS icon
Morgan Stanley
MS
+$7.49M

Top Sells

1
+$10.3M
2
+$9.66M
3
+$9.3M
4
CB icon
Chubb
CB
+$9.04M
5
LIN icon
Linde
LIN
+$8.55M

Sector Composition

1 Financials 24.78%
2 Healthcare 22.52%
3 Technology 17.36%
4 Industrials 16.08%
5 Consumer Discretionary 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
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-69,658
27
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-105,500
28
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-45,989
29
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-40,015
30
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-103,587
31
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-52,209
32
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-25,068
33
– –
-134,970
34
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-3,320
35
– –
-23,375
36
– –
-160,703
37
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-29,740
38
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-31,700
39
– –
-105,965
1
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