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
1
$8.44M 8.59%
38,660
+13,160
2
$5.38M 5.48%
185,087
-32,790
3
$4.72M 4.8%
187,420
-26,280
4
$4.4M 4.48%
40,620
-6,862
5
$3.04M 3.1%
9,205
+2,995
6
$2.85M 2.91%
21,630
-3,104
7
$2.68M 2.72%
+33,850
8
$2.62M 2.66%
84,659
-13,312
9
$2.45M 2.5%
112,000
10
$2.43M 2.47%
+22,820
11
$2.35M 2.39%
19,060
-5,523
12
$2.27M 2.31%
43,730
-13,210
13
$2.16M 2.2%
21,215
+265
14
$2.13M 2.16%
+23,185
15
$2.1M 2.14%
+97,140
16
$1.98M 2.01%
158,520
-52,520
17
$1.97M 2%
14,910
-4,955
18
$1.91M 1.95%
256,200
+111,500
19
$1.91M 1.94%
+1,645
20
$1.81M 1.84%
35,320
-9,575
21
$1.8M 1.83%
+10,855
22
$1.76M 1.79%
9,030
+2,188
23
$1.75M 1.78%
17,665
+1,925
24
$1.68M 1.71%
28,520
+12,070
25
$1.65M 1.68%
+15,810
1
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