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
$81.4M
AUM Growth
-$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$3.51M
3
+$2.49M
4
WLK icon
Westlake Corp
WLK
+$2.42M
5
CI icon
Cigna
CI
+$2.41M

Top Sells

1
+$5.56M
2
+$4.75M
3
+$4.64M
4
META icon
Meta Platforms (Facebook)
META
+$4.17M
5
CMCSA icon
Comcast
CMCSA
+$4.11M

Sector Composition

1 Financials 28.87%
2 Technology 23.5%
3 Healthcare 13.86%
4 Industrials 12.1%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.45M 5.47%
240,730
-219,470
2
$4.08M 5.01%
30,053
-27,225
3
$3.87M 4.75%
43,187
-37,193
4
$3.76M 4.62%
85,907
-75,413
5
$3.63M 4.45%
20,718
-18,057
6
$3.57M 4.38%
21,230
-18,090
7
$3.54M 4.35%
+24,260
8
$3.54M 4.34%
105,939
-94,576
9
$3.51M 4.31%
+54,815
10
$3.49M 4.29%
7,813
-2,405
11
$3.27M 4.02%
19,165
-24,420
12
$3.1M 3.81%
16,670
-13,535
13
$2.88M 3.53%
136,028
-105,992
14
$2.81M 3.45%
14,910
+165
15
$2.69M 3.3%
28,116
-22,049
16
$2.62M 3.22%
34,135
-26,545
17
$2.49M 3.06%
+16,676
18
$2.45M 3.01%
23,276
-18,104
19
$2.42M 2.98%
+29,185
20
$2.41M 2.96%
+12,900
21
$2.41M 2.96%
+34,715
22
$2.23M 2.74%
11,376
-8,824
23
$2.11M 2.59%
29,163
-3,912
24
$1.34M 1.65%
41,436
+1,816
25
$1.26M 1.54%
+14,510
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