MPA
Marvin & Palmer Associates Portfolio holdings
AUM
$117M
1-Year Return
62.53%
This Quarter Return
+16.29%
1 Year Return
+62.53%
3 Year Return
+222.2%
5 Year Return
+625.7%
10 Year Return
+2,561.03%
AUM
$166M
AUM Growth
+$13.5M
(+8.8%)
Cap. Flow
-$4.06M
Cap. Flow
% of AUM
-2.45%
Top 10 Holdings %
Top 10 Hldgs %
35.13%
Holding
82
New
13
Increased
27
Reduced
16
Closed
18
Top Buys
| 1 |
HIMX
Himax Technologies
HIMX
|
$4.49M |
| 2 |
Broadcom
AVGO
|
$4.3M |
| 3 |
Ameriprise Financial
AMP
|
$2.58M |
| 4 |
Adobe
ADBE
|
$2.2M |
| 5 |
Tractor Supply
TSCO
|
$2M |
Top Sells
| 1 |
Ford
F
|
$3.76M |
| 2 |
YOKU
YOUKU TUDOU INC.(CAYMAN ISLS)
YOKU
|
$3.11M |
| 3 |
Fomento Económico Mexicano
FMX
|
$3M |
| 4 |
Home Depot
HD
|
$2.18M |
| 5 |
CXO
CONCHO RESOURCES INC.
CXO
|
$2.12M |
Sector Composition
| 1 | Financials | 17.98% |
| 2 | Technology | 17.51% |
| 3 | Communication Services | 13.77% |
| 4 | Industrials | 13% |
| 5 | Consumer Discretionary | 12.9% |