MPA

Marvin & Palmer Associates Portfolio holdings

AUM $117M
1-Year Est. Return 62.53%
This Quarter Est. Return
1 Year Est. Return
+62.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.3M
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$2.87M
2 +$2.68M
3 +$2.43M
4
HD icon
Home Depot
HD
+$2.13M
5
AMAT icon
Applied Materials
AMAT
+$2.1M

Top Sells

1 +$3.08M
2 +$2.34M
3 +$2.15M
4
RTX icon
RTX Corp
RTX
+$2M
5
MCD icon
McDonald's
MCD
+$1.92M

Sector Composition

1 Communication Services 19.77%
2 Healthcare 16.69%
3 Financials 15.25%
4 Industrials 13.61%
5 Technology 11.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-15,424
77
-27,474
78
-31,290
79
-28,575
80
-20,580
81
-25,865
82
-30,780
83
-2,100