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
$97.6M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$2.7M
3
+$2.47M
4
VNM icon
VanEck Vietnam ETF
VNM
+$2.37M
5
V icon
Visa
V
+$1.79M

Top Sells

1
+$1.94M
2
+$1.88M
3
+$1.52M
4
MCK icon
McKesson
MCK
+$1.51M
5
CMI icon
Cummins
CMI
+$834K

Sector Composition

1 Consumer Discretionary 23.21%
2 Technology 19.52%
3 Financials 18.72%
4 Industrials 10.23%
5 Healthcare 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,600
52
– –
-15,775
53
– –
-18,000
54
– –
-288,000
55
– –
-8,175
56
– –
-900
57
– –
-12,400
1 2
3