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
$83.7M
AUM Growth
-$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.31M
3
+$1.69M
4
AMZN icon
Amazon
AMZN
+$1.64M
5
MBLY
Mobileye N.V.
MBLY
+$200K

Top Sells

1
+$2.77M
2
+$2.5M
3
+$2.06M
4
ELV icon
Elevance Health
ELV
+$1.75M
5
VNM icon
VanEck Vietnam ETF
VNM
+$1.22M

Sector Composition

1 Consumer Discretionary 20.97%
2 Financials 19.63%
3 Technology 17.84%
4 Healthcare 17.41%
5 Industrials 10.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.86M 4.61%
139,940
-74,800
2
$3.85M 4.59%
147,600
-95,900
3
$3.64M 4.34%
40,450
-6,600
4
$3.27M 3.91%
18,825
-775
5
$3.1M 3.7%
98,325
-3,775
6
$2.93M 3.5%
24,900
+1,000
7
$2.93M 3.5%
94,232
-26,469
8
$2.63M 3.14%
15,825
-2,475
9
$2.58M 3.09%
37,505
-4,375
10
$2.55M 3.04%
22,045
-3,525
11
$2.52M 3.01%
25,675
-3,425
12
$2.5M 2.99%
28,325
-1,625
13
$2.48M 2.96%
+86,750
14
$2.31M 2.76%
+46,000
15
$2.28M 2.73%
89,200
+64,200
16
$2.28M 2.72%
20,975
-1,150
17
$2.08M 2.49%
163,300
-25,900
18
$2.06M 2.46%
40,175
-5,925
19
$2.05M 2.45%
4,405
-1,230
20
$2.01M 2.4%
32,050
-4,150
21
$1.94M 2.32%
12,400
-1,700
22
$1.88M 2.25%
288,000
-41,000
23
$1.87M 2.24%
27,825
-3,225
24
$1.82M 2.18%
50,575
-7,625
25
$1.81M 2.16%
36,525
-5,075
1
2 3