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
$97.6M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$2.7M
3
+$2.47M
4
VNM icon
VanEck Vietnam ETF
VNM
+$2.37M
5
V icon
Visa
V
+$1.79M

Top Sells

1
+$1.94M
2
+$1.88M
3
+$1.52M
4
MCK icon
McKesson
MCK
+$1.51M
5
CMI icon
Cummins
CMI
+$834K

Sector Composition

1 Consumer Discretionary 23.21%
2 Technology 19.52%
3 Financials 18.72%
4 Industrials 10.23%
5 Healthcare 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.33M 6.49%
196,200
+48,600
2
$5.18M 5.31%
+217,700
3
$4.1M 4.2%
39,150
-1,300
4
$3.61M 3.7%
137,140
-2,800
5
$3.3M 3.38%
18,325
-500
6
$3.08M 3.15%
208,000
+159,900
7
$3.04M 3.12%
95,725
-2,600
8
$3M 3.07%
24,100
-800
9
$2.95M 3.02%
87,200
-2,000
10
$2.91M 2.98%
15,425
-400
11
$2.8M 2.86%
21,145
-900
12
$2.77M 2.84%
84,150
-2,600
13
$2.74M 2.81%
36,005
-1,500
14
$2.7M 2.76%
+69,300
15
$2.63M 2.7%
90,075
-4,157
16
$2.52M 2.58%
24,875
-800
17
$2.47M 2.53%
+19,800
18
$2.34M 2.39%
42,625
+6,100
19
$2.33M 2.38%
46,000
20
$2.31M 2.37%
4,255
-150
21
$2.18M 2.23%
27,825
-500
22
$2.1M 2.15%
38,675
-1,500
23
$2.09M 2.14%
159,300
-4,000
24
$2.07M 2.12%
26,725
-1,100
25
$2.04M 2.09%
48,875
-1,700
1
2 3