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
$98.4M
AUM Growth
+$147K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$2M
3
+$1.87M
4
AMGN icon
Amgen
AMGN
+$1.46M
5
MDT icon
Medtronic
MDT
+$1.36M

Top Sells

1
+$2.45M
2
+$2.16M
3
+$1.75M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.54M
5
LAZ icon
Lazard
LAZ
+$1.29M

Sector Composition

1 Healthcare 21.93%
2 Communication Services 18.17%
3 Financials 17.04%
4 Industrials 13.74%
5 Technology 13.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.59M 9.74%
42,060
+3,400
2
$5.16M 5.25%
187,124
-296
3
$4.85M 4.93%
40,511
-109
4
$3.43M 3.49%
103,343
+18,684
5
$3.34M 3.4%
126,587
-58,500
6
$3.06M 3.11%
21,250
-380
7
$2.65M 2.69%
38,481
+11,481
8
$2.57M 2.61%
32,913
-937
9
$2.48M 2.52%
26,260
+3,440
10
$2.41M 2.45%
18,246
-814
11
$2.4M 2.44%
22,831
-354
12
$2.38M 2.41%
95,330
-1,810
13
$2.36M 2.4%
12,778
+1,923
14
$2.35M 2.39%
295,780
+39,580
15
$2.32M 2.36%
42,307
-1,423
16
$2.21M 2.25%
14,996
+86
17
$2.17M 2.21%
+56,025
18
$2.13M 2.17%
158,068
-452
19
$2.1M 2.13%
28,276
-244
20
$2.08M 2.11%
5,070
+1,047
21
$2.06M 2.1%
6,084
-3,121
22
$2M 2.03%
+10,323
23
$1.87M 1.9%
+23,564
24
$1.81M 1.84%
8,722
-308
25
$1.75M 1.78%
32,768
-2,552
1
2 3