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
$117M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$3.52M
3
+$3.46M
4
CMI icon
Cummins
CMI
+$3.33M
5
JPM icon
JPMorgan Chase
JPM
+$3.28M

Top Sells

1
+$5.05M
2
+$4.21M
3
+$4.15M
4
CRM icon
Salesforce
CRM
+$4.04M
5
HON icon
Honeywell
HON
+$3.26M

Sector Composition

1 Technology 44.77%
2 Financials 20.41%
3 Industrials 13.76%
4 Communication Services 6.78%
5 Healthcare 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.87M 7.57%
220,125
-12,500
2
$8.74M 7.46%
226,195
-9,580
3
$8.17M 6.97%
132,350
+101,400
4
$6.55M 5.59%
732,400
+122,400
5
$5.08M 4.34%
69,655
+4,055
6
$5.02M 4.28%
127,160
+34,710
7
$4.82M 4.11%
33,770
-990
8
$4.5M 3.84%
423,600
+182,750
9
$4.32M 3.69%
159,875
-3,715
10
$4.09M 3.49%
35,655
-1,000
11
$3.86M 3.3%
33,575
-12,560
12
$3.52M 3%
+81,830
13
$3.47M 2.96%
9,118
+3,305
14
$3.46M 2.95%
+24,690
15
$3.33M 2.84%
+24,350
16
$3.28M 2.79%
+37,960
17
$3.23M 2.76%
21,265
-520
18
$2.9M 2.47%
77,300
-32,900
19
$2.69M 2.29%
+48,385
20
$2.6M 2.22%
+38,075
21
$2.43M 2.08%
+15,210
22
$2.4M 2.05%
+35,850
23
$2.4M 2.05%
+143,000
24
$2.2M 1.87%
22,855
-1,060
25
$2.12M 1.81%
+20,465
1
2 3