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
$152M
AUM Growth
-$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$8.86M
2
+$4.69M
3
+$3.9M
4
EDU icon
New Oriental
EDU
+$3.11M
5
HUM icon
Humana
HUM
+$2.79M

Top Sells

1
+$4.9M
2
+$4.57M
3
+$3.91M
4
WOLF icon
Wolfspeed
WOLF
+$3.07M
5
CVS icon
CVS Health
CVS
+$2.98M

Sector Composition

1 Financials 17.14%
2 Consumer Discretionary 14.43%
3 Technology 13.79%
4 Communication Services 13.19%
5 Industrials 12.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-8,400
77
– –
-80,300
78
– –
-232,200
79
– –
-500
80
– –
-10,200
81
– –
-12,800
82
– –
-13,800
83
– –
-48,100
84
– –
-29,500
85
– –
-17,800
1 2 3
4