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
$132M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$8.82M
2
+$6.07M
3
+$5.91M
4
AAPL icon
Apple
AAPL
+$5.77M
5
TMO icon
Thermo Fisher Scientific
TMO
+$4.69M

Top Sells

1
+$5.67M
2
+$4.39M
3
+$4.1M
4
MAR icon
Marriott International
MAR
+$4.05M
5
YUM icon
Yum! Brands
YUM
+$3.75M

Sector Composition

1 Financials 30.34%
2 Technology 22.9%
3 Healthcare 6.8%
4 Consumer Discretionary 4.1%
5 Industrials 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.82M 6.69%
+92,715
2
$8.77M 6.65%
100,566
+15,836
3
$7.56M 5.73%
86,069
+10,720
4
$7.16M 5.43%
74,728
+20,246
5
$7.12M 5.39%
41,805
+5,233
6
$6.07M 4.6%
+118,897
7
$6.06M 4.59%
22,439
+2,784
8
$5.99M 4.54%
39,917
+5,544
9
$5.91M 4.48%
+51,710
10
$5.77M 4.37%
+102,220
11
$5.6M 4.25%
49,652
+13,773
12
$5.52M 4.18%
51,418
+2,600
13
$5.41M 4.1%
26,098
+3,956
14
$5.19M 3.93%
136,182
+18,440
15
$5.17M 3.92%
105,158
+6,170
16
$4.96M 3.76%
30,465
-2,960
17
$4.69M 3.56%
+19,213
18
$4.56M 3.45%
193,820
+20,668
19
$4.28M 3.25%
16,098
+1,720
20
$3.66M 2.77%
+20,275
21
$3.54M 2.68%
+19,045
22
$3.52M 2.67%
+21,671
23
$3.4M 2.58%
64,441
+3,406
24
$1.26M 0.96%
+30,550
25
$1.13M 0.86%
+18,850
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