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
$190M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1 +$9.35M
2 +$8.25M
3 +$8.14M
4
ENPH icon
Enphase Energy
ENPH
+$6.62M
5
NVO icon
Novo Nordisk
NVO
+$1.77M

Top Sells

1 +$7.81M
2 +$7.28M
3 +$7.23M
4
UNH icon
UnitedHealth
UNH
+$1.82M
5
EIDO icon
iShares MSCI Indonesia ETF
EIDO
+$1.76M

Sector Composition

1 Financials 26.48%
2 Healthcare 20.76%
3 Industrials 20.4%
4 Technology 11.42%
5 Consumer Discretionary 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.13M 0.59%
21,700
27
$787K 0.41%
8,079
28
-75,478
29
-95,398
30
-27,244
31
-23,655
32
-43,040