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
$96.5M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$3.22M
3
+$3.17M
4
HD icon
Home Depot
HD
+$3.16M
5
HON icon
Honeywell
HON
+$3.03M

Top Sells

1
+$3.73M
2
+$3.54M
3
+$3.33M
4
ETN icon
Eaton
ETN
+$2.62M
5
LRCX icon
Lam Research
LRCX
+$955K

Sector Composition

1 Financials 32.95%
2 Technology 18.33%
3 Industrials 11.29%
4 Healthcare 10.14%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.91M 5.09%
47,023
+3,836
2
$4.87M 5.04%
33,313
+3,260
3
$4.84M 5.02%
94,218
+8,311
4
$4.55M 4.72%
22,812
+2,094
5
$4.52M 4.69%
8,800
+987
6
$4.03M 4.18%
18,144
+1,474
7
$3.85M 3.99%
52,291
-2,524
8
$3.68M 3.81%
114,822
+8,883
9
$3.66M 3.79%
+29,360
10
$3.5M 3.63%
32,890
+3,705
11
$3.48M 3.6%
188,840
-51,890
12
$3.39M 3.51%
31,695
+3,579
13
$3.36M 3.48%
153,036
+17,008
14
$3.31M 3.43%
16,719
+1,809
15
$3.22M 3.34%
+24,006
16
$3.17M 3.29%
+23,393
17
$3.16M 3.28%
+16,687
18
$3.13M 3.24%
39,125
+4,410
19
$3.03M 3.14%
+20,601
20
$2.98M 3.09%
26,178
+2,902
21
$2.95M 3.06%
14,517
+1,617
22
$2.8M 2.9%
12,704
+1,328
23
$2.55M 2.65%
14,563
-2,113
24
$2.52M 2.62%
33,103
+3,940
25
$1.57M 1.63%
20,944
+4,000
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