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
$154M
AUM Growth
-$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$8.5M
2
+$7.8M
3
+$7.7M
4
URI icon
United Rentals
URI
+$7.29M
5
IR icon
Ingersoll Rand
IR
+$7.07M

Top Sells

1
+$10.6M
2
+$10.3M
3
+$10.1M
4
NVO icon
Novo Nordisk
NVO
+$9.8M
5
FISV
Fiserv Inc
FISV
+$8.94M

Sector Composition

1 Technology 25.9%
2 Industrials 24.07%
3 Financials 14.34%
4 Healthcare 10.67%
5 Communication Services 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-19,750
27
– –
-29,450
28
– –
-121,094
29
– –
-48,598
30
– –
-4,652
31
– –
-119,088
32
– –
-369,584
33
– –
-54,971
34
– –
-34,278
35
– –
-70,850
36
– –
-4,030
37
– –
-33,413
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