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
$131M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$7.32M
3
+$7.02M
4
MS icon
Morgan Stanley
MS
+$6.84M
5
ORCL icon
Oracle
ORCL
+$6.17M

Top Sells

1
+$7.58M
2
+$6.72M
3
+$6.06M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.82M
5
ICE icon
Intercontinental Exchange
ICE
+$3.15M

Sector Composition

1 Financials 37.3%
2 Technology 20.01%
3 Consumer Discretionary 12.47%
4 Industrials 10.93%
5 Communication Services 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93M 1.47%
+22,990
27
$1.75M 1.34%
16,490
28
– –
-17,010
29
– –
-76,769
30
– –
-15,848
31
– –
-30,184
32
– –
-13,466
33
– –
-26,540
34
– –
-2,715
35
– –
-4,900
36
– –
-81,510
37
– –
-16,634
38
– –
-19,633
39
– –
-32,655
40
– –
-35,388
41
– –
-11,715
42
– –
-6,467
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