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
$98.4M
AUM Growth
+$147K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$2M
3
+$1.87M
4
AMGN icon
Amgen
AMGN
+$1.46M
5
MDT icon
Medtronic
MDT
+$1.36M

Top Sells

1
+$2.45M
2
+$2.16M
3
+$1.75M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.54M
5
LAZ icon
Lazard
LAZ
+$1.29M

Sector Composition

1 Healthcare 21.93%
2 Communication Services 18.17%
3 Financials 17.04%
4 Industrials 13.74%
5 Technology 13.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$275K 0.28%
51,429
52
$238K 0.24%
+2,700
53
$210K 0.21%
+1,950
54
$85K 0.09%
2,000
55
$82K 0.08%
1,600
56
$69K 0.07%
+900
57
$60K 0.06%
+6,000
58
– –
-19,400
59
– –
-8,900
60
– –
-5,000
61
– –
-2,700
62
– –
-14,500
63
– –
-17,665
64
– –
-19,215
65
– –
-25,420
66
– –
-13,535
67
– –
-20,137
68
– –
-21,215
69
– –
-20,100
70
– –
-5,200
71
– –
-5,100
72
– –
-112,000
73
– –
-11,660
1 2
3