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
$116M
AUM Growth
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$5.03M
3
+$4.81M
4
DIS icon
Walt Disney
DIS
+$4.67M
5
ECL icon
Ecolab
ECL
+$4.26M

Top Sells

1
+$8.77M
2
+$7.16M
3
+$6.07M
4
SCHW icon
Charles Schwab
SCHW
+$5.17M
5
APH icon
Amphenol
APH
+$4.56M

Sector Composition

1 Financials 31.23%
2 Healthcare 21.71%
3 Technology 15.94%
4 Consumer Discretionary 6.48%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.19M 7.05%
94,619
+1,904
2
$7.55M 6.51%
40,145
-1,660
3
$7.44M 6.41%
88,508
+2,439
4
$5.88M 5.06%
57,867
+6,157
5
$5.44M 4.68%
24,300
+5,087
6
$5.4M 4.65%
40,930
+1,013
7
$5.2M 4.48%
23,000
+561
8
$5.06M 4.36%
+69,411
9
$5.03M 4.33%
+43,467
10
$5M 4.31%
52,909
+1,491
11
$4.97M 4.28%
50,883
+1,231
12
$4.86M 4.19%
19,511
+3,413
13
$4.81M 4.14%
+116,078
14
$4.67M 4.02%
+42,569
15
$4.6M 3.96%
26,753
+655
16
$4.31M 3.71%
31,196
+731
17
$4.26M 3.67%
+28,900
18
$4.16M 3.58%
139,394
+3,212
19
$3.97M 3.42%
+41,635
20
$3.36M 2.89%
20,905
+630
21
$2.92M 2.52%
+16,460
22
$2.77M 2.39%
56,581
-7,860
23
$2.42M 2.09%
61,480
-40,740
24
$1.01M 0.87%
+26,330
25
$957K 0.82%
+11,555
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