MPA
Marvin & Palmer Associates Portfolio holdings
AUM
$117M
1-Year Return
62.53%
This Quarter Return
+3.61%
1 Year Return
+62.53%
3 Year Return
+222.2%
5 Year Return
+625.7%
10 Year Return
+2,561.03%
AUM
$114M
AUM Growth
-$51.8M
(-31%)
Cap. Flow
-$55M
Cap. Flow
% of AUM
-48.21%
Top 10 Holdings %
Top 10 Hldgs %
38.53%
Holding
80
New
16
Increased
10
Reduced
37
Closed
16
Top Buys
| 1 |
DuPont de Nemours
DD
|
$2.2M |
| 2 |
VanEck Vietnam ETF
VNM
|
$2.17M |
| 3 |
Vulcan Materials
VMC
|
$1.87M |
| 4 |
Amphenol
APH
|
$1.52M |
| 5 |
Coca-Cola Europacific Partners
CCEP
|
$1.47M |
Top Sells
| 1 |
YOKU
YOUKU TUDOU INC.(CAYMAN ISLS)
YOKU
|
$8.24M |
| 2 |
HIMX
Himax Technologies
HIMX
|
$4.49M |
| 3 |
New Oriental
EDU
|
$3.34M |
| 4 |
T Rowe Price
TROW
|
$3.32M |
| 5 |
Ecolab
ECL
|
$3.31M |
Sector Composition
| 1 | Industrials | 17.87% |
| 2 | Financials | 16.86% |
| 3 | Communication Services | 14.19% |
| 4 | Technology | 13% |
| 5 | Healthcare | 12.99% |