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
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.6M
3
+$9.51M
4
ETN icon
Eaton
ETN
+$9.42M
5
FISV
Fiserv Inc
FISV
+$8.94M

Top Sells

1
+$11.5M
2
+$10.3M
3
+$9.86M
4
MS icon
Morgan Stanley
MS
+$9.69M
5
GS icon
Goldman Sachs
GS
+$9.66M

Sector Composition

1 Technology 18.67%
2 Healthcare 18.27%
3 Industrials 17.16%
4 Financials 8.29%
5 Consumer Discretionary 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.17M 0.53%
+19,750
27
$1.07M 0.48%
18,360
-13,670
28
$1.02M 0.46%
54,971
-29,759
29
$523K 0.24%
+4,030
30
– –
-45,770
31
– –
-209,600
32
– –
-241,284
33
– –
-4,675
34
– –
-40,427
35
– –
-24,917
36
– –
-29,522
37
– –
-110,310
38
– –
-87,844
39
– –
-20,920
40
– –
-14,601
1
2