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
$67M
AUM Growth
-$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.25M
3
+$3.22M
4
SCHW icon
Charles Schwab
SCHW
+$3.19M
5
V icon
Visa
V
+$3.14M

Top Sells

1
+$7.3M
2
+$7.28M
3
+$7.02M
4
ORCL icon
Oracle
ORCL
+$6.17M
5
TT icon
Trane Technologies
TT
+$4.81M

Sector Composition

1 Financials 32.21%
2 Technology 16.77%
3 Consumer Discretionary 13.7%
4 Industrials 9.27%
5 Communication Services 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-59,760
27
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-40,691
28
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-39,370
29
– –
-13,606
30
– –
-49,377
31
– –
-22,990
32
– –
-11,759
33
– –
-24,104
34
– –
-3,031
35
– –
-37,005
36
– –
-9,320
37
– –
-16,490
38
– –
-13,017
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