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
$89.6M
AUM Growth
-$64.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$4.02M
3
+$3.53M
4
HLT icon
Hilton Worldwide
HLT
+$2.92M
5
CDNS icon
Cadence Design Systems
CDNS
+$2.72M

Top Sells

1
+$8.72M
2
+$8.22M
3
+$7.8M
4
ORCL icon
Oracle
ORCL
+$7.7M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.64M

Sector Composition

1 Technology 19.05%
2 Financials 18.81%
3 Industrials 17.7%
4 Healthcare 8.61%
5 Consumer Discretionary 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.68M 1.88%
48,190
+21,946
27
$1.47M 1.64%
30,020
+7,263
28
$770K 0.86%
+59,580
29
$744K 0.83%
18,360
30
$684K 0.76%
+12,500
31
$71.1K 0.08%
1,353
-156,426
32
– –
-42,569
33
– –
-48,020
34
– –
-48,428
35
– –
-17,894
36
– –
-22,620
37
– –
-72,714
38
– –
-25,836
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