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
$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
1
$10.3M 6.72%
374,500
+323,300
2
$5.89M 3.86%
75,850
-32,900
3
$5.56M 3.64%
23,075
-9,200
4
$5.45M 3.57%
223,263
-69,496
5
$5.25M 3.44%
335,700
-133,500
6
$4.97M 3.25%
227,851
-90,337
7
$4.89M 3.2%
50,400
-25,800
8
$4.69M 3.07%
+56,400
9
$3.9M 2.55%
+25,100
10
$3.89M 2.55%
33,100
+1,300
11
$3.77M 2.47%
28,400
-6,500
12
$3.76M 2.46%
45,000
-25,900
13
$3.76M 2.46%
222,900
+27,600
14
$3.11M 2.04%
+125,000
15
$3.07M 2.01%
31,100
+1,600
16
$3.04M 1.99%
45,250
-30,000
17
$3M 1.96%
106,400
-2,400
18
$2.79M 1.83%
+29,900
19
$2.76M 1.81%
38,400
-23,100
20
$2.66M 1.74%
156,100
-229,600
21
$2.65M 1.73%
23,000
-19,700
22
$2.18M 1.42%
28,700
-60,200
23
$2.12M 1.39%
19,500
-10,600
24
$2.02M 1.32%
+29,714
25
$2.01M 1.32%
31,200
-39,800
1
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