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
$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
1
$6.38M 5.6%
195,617
-28,461
2
$6.09M 5.34%
219,580
+4,778
3
$5.28M 4.63%
313,600
-79,400
4
$4.5M 3.94%
47,930
-8,820
5
$4.06M 3.56%
41,425
+22,441
6
$3.88M 3.41%
12,700
-10,100
7
$3.69M 3.23%
24,735
-2,765
8
$3.49M 3.06%
27,820
-5,580
9
$3.44M 3.02%
179,732
-33,768
10
$3.13M 2.75%
17,740
+340
11
$2.89M 2.54%
23,460
+7,860
12
$2.76M 2.42%
36,970
-9,030
13
$2.74M 2.4%
24,885
-4,515
14
$2.61M 2.29%
30,690
-14,710
15
$2.6M 2.28%
26,100
-30,100
16
$2.47M 2.17%
215,840
+132,640
17
$2.17M 1.9%
33,000
-3,700
18
$2.17M 1.9%
+100,000
19
$1.93M 1.69%
300,000
-512,000
20
$1.89M 1.66%
12,400
-12,700
21
$1.87M 1.64%
+28,175
22
$1.84M 1.61%
20,445
+3,345
23
$1.84M 1.61%
22,960
-5,040
24
$1.84M 1.61%
25,003
-4,870
25
$1.82M 1.59%
30,180
+1,280
1
2 3 4