MPA

Marvin & Palmer Associates Portfolio holdings

AUM $135M
1-Year Est. Return 72.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+72.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
-$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$2.17M
3
+$1.87M
4
APH icon
Amphenol
APH
+$1.52M
5
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$1.47M

Top Sells

1
+$8.24M
2
+$4.49M
3
+$3.34M
4
TROW icon
T. Rowe Price
TROW
+$3.32M
5
ECL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-35,030
77
– –
-14,500
78
– –
-271,900
79
– –
-8,700
80
– –
-16,500
1 2 3
4