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
$152M
AUM Growth
-$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$8.86M
2
+$4.69M
3
+$3.9M
4
EDU icon
New Oriental
EDU
+$3.11M
5
HUM icon
Humana
HUM
+$2.79M

Top Sells

1
+$4.9M
2
+$4.57M
3
+$3.91M
4
WOLF icon
Wolfspeed
WOLF
+$3.07M
5
CVS icon
CVS Health
CVS
+$2.98M

Sector Composition

1 Financials 17.14%
2 Consumer Discretionary 14.43%
3 Technology 13.79%
4 Communication Services 13.19%
5 Industrials 12.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.82%
+6,600
52
$1.24M 0.81%
27,000
-2,700
53
$1.22M 0.8%
215,000
-67,000
54
$1.21M 0.79%
+7,142
55
$1.17M 0.76%
+10,800
56
$1.13M 0.74%
+9,700
57
$1.12M 0.73%
+15,500
58
$1.11M 0.73%
11,900
-7,500
59
$941K 0.62%
+8,800
60
$879K 0.58%
17,000
-4,000
61
$854K 0.56%
16,900
-21,400
62
$836K 0.55%
14,100
-20,500
63
$766K 0.5%
79,200
-28,800
64
$638K 0.42%
+7,000
65
$554K 0.36%
3,500
-2,000
66
$385K 0.25%
7,600
-8,200
67
$383K 0.25%
8,200
68
$19K 0.01%
+347
69
– –
-62,900
70
– –
-21,300
71
– –
-49,200
72
– –
-19,000
73
– –
-103,700
74
– –
-8,625
75
– –
-225,185
1 2
3
4