MPA
Marvin & Palmer Associates Portfolio holdings
AUM
$117M
1-Year Return
62.53%
This Quarter Return
+7.03%
1 Year Return
+62.53%
3 Year Return
+222.2%
5 Year Return
+625.7%
10 Year Return
+2,561.03%
AUM
$115M
AUM Growth
+$17M
(+17%)
Cap. Flow
+$14.2M
Cap. Flow
% of AUM
12.33%
Top 10 Holdings %
Top 10 Hldgs %
34.42%
Holding
67
New
10
Increased
33
Reduced
9
Closed
8
Top Buys
| 1 |
JD.com
JD
|
$4.44M |
| 2 |
Vipshop
VIPS
|
$2.9M |
| 3 |
Cognizant
CTSH
|
$2.28M |
| 4 |
Cigna
CI
|
$1.99M |
| 5 |
iShares MSCI Emerging Markets Asia ETF
EEMA
|
$1.7M |
Top Sells
| 1 |
Baidu
BIDU
|
$4.4M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$3M |
| 3 |
Universal Health Services
UHS
|
$1.72M |
| 4 |
Amazon
AMZN
|
$1.4M |
| 5 |
RTN
Raytheon Company
RTN
|
$1.07M |
Sector Composition
| 1 | Healthcare | 22.07% |
| 2 | Technology | 17.79% |
| 3 | Financials | 17.27% |
| 4 | Consumer Discretionary | 16.32% |
| 5 | Industrials | 10.28% |
