MPA

Marvin & Palmer Associates Portfolio holdings

AUM $117M
1-Year Est. Return 62.53%
This Quarter Est. Return
1 Year Est. Return
+62.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.3M
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$2.68M
3
+$2.43M
4
HD icon
Home Depot
HD
+$2.13M
5
AMAT icon
Applied Materials
AMAT
+$2.1M

Top Sells

1
+$3.08M
2
+$2.34M
3
+$2.15M
4
RTX icon
RTX Corp
RTX
+$2M
5
MCD icon
McDonald's
MCD
+$1.92M

Sector Composition

1 Communication Services 19.77%
2 Healthcare 16.69%
3 Financials 15.25%
4 Industrials 13.61%
5 Technology 11.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$479K 0.49%
+9,591
52
$444K 0.45%
+5,000
53
$427K 0.43%
12,600
+1,300
54
$389K 0.4%
+67,809
55
$287K 0.29%
51,429
+17,347
56
$153K 0.16%
+2,700
57
$148K 0.15%
+5,200
58
$92K 0.09%
1,600
59
$92K 0.09%
+5,100
60
$87K 0.09%
2,000
61
– –
-28,500
62
– –
-18,750
63
– –
-24,220
64
– –
-1,500
65
– –
-45,015
66
– –
-12,635
67
– –
-16,545
68
– –
-5,074
69
– –
-62,250
70
– –
-32,284
71
– –
-11,635
72
– –
-15,740
73
– –
-6,326
74
– –
-19,050
75
– –
-26,570
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3
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