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
$152M
AUM Growth
+$1.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$7.09M
3
+$6.78M
4
KSU
Kansas City Southern
KSU
+$6.46M
5
HD icon
Home Depot
HD
+$5.75M

Top Sells

1
+$7.21M
2
+$6.41M
3
+$5.81M
4
CRM icon
Salesforce
CRM
+$5.39M
5
MCD icon
McDonald's
MCD
+$3.71M

Sector Composition

1 Technology 28.83%
2 Industrials 20.32%
3 Financials 17.68%
4 Healthcare 13.39%
5 Communication Services 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.83M 5.81%
68,341
+4,117
2
$8.19M 5.38%
58,871
-2,577
3
$7.64M 5.02%
26,223
+430
4
$7.63M 5.02%
156,255
+1,076
5
$7.28M 4.79%
47,669
+1,025
6
$7.11M 4.68%
+142,552
7
$7.11M 4.68%
41,341
-1,956
8
$7.09M 4.67%
+306,990
9
$6.78M 4.46%
+42,510
10
$6.65M 4.37%
64,173
-2,585
11
$6.46M 4.25%
+48,560
12
$6.32M 4.16%
31,931
+597
13
$6.27M 4.12%
37,039
+722
14
$6.2M 4.07%
62,226
+1,208
15
$6.09M 4%
49,411
+1,050
16
$6.07M 3.99%
46,604
+977
17
$5.89M 3.87%
64,123
+1,196
18
$5.83M 3.84%
22,984
+468
19
$5.75M 3.78%
+24,780
20
$5.48M 3.61%
46,366
+1,148
21
$5.43M 3.57%
67,647
+1,670
22
$4.59M 3.02%
148,248
+19,650
23
$4.56M 3%
101,155
+2,482
24
$1.5M 0.99%
92,243
-66,300
25
$1.28M 0.84%
14,453
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