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
$117M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$3.52M
3
+$3.46M
4
CMI icon
Cummins
CMI
+$3.33M
5
JPM icon
JPMorgan Chase
JPM
+$3.28M

Top Sells

1
+$5.05M
2
+$4.21M
3
+$4.15M
4
CRM icon
Salesforce
CRM
+$4.04M
5
HON icon
Honeywell
HON
+$3.26M

Sector Composition

1 Technology 44.77%
2 Financials 20.41%
3 Industrials 13.76%
4 Communication Services 6.78%
5 Healthcare 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-309,200
1 2
3