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
$170M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$7.07M
3
+$6.9M
4
WMT icon
Walmart
WMT
+$6.18M
5
USB icon
US Bancorp
USB
+$5.85M

Top Sells

1
+$7.28M
2
+$6.65M
3
+$6.32M
4
NOW icon
ServiceNow
NOW
+$5.83M
5
MRK icon
Merck
MRK
+$5.43M

Sector Composition

1 Technology 32.28%
2 Industrials 19.78%
3 Financials 19.74%
4 Healthcare 9.01%
5 Consumer Discretionary 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.1M 5.36%
57,707
-1,164
2
$8.81M 5.19%
301,230
-5,760
3
$8.67M 5.11%
+118,080
4
$8.63M 5.09%
67,288
-1,053
5
$8.61M 5.08%
153,993
-2,262
6
$8.55M 5.04%
140,100
-2,452
7
$8.38M 4.94%
25,806
-417
8
$7.45M 4.39%
41,831
-679
9
$7.26M 4.28%
47,422
-1,138
10
$7.21M 4.25%
179,148
+30,900
11
$7.07M 4.17%
+50,720
12
$7.07M 4.16%
61,292
-934
13
$6.9M 4.07%
+88,746
14
$6.63M 3.91%
45,850
-754
15
$6.46M 3.81%
48,615
-796
16
$6.46M 3.81%
36,482
-557
17
$6.3M 3.72%
63,192
-931
18
$6.3M 3.71%
33,521
-7,820
19
$6.18M 3.64%
+155,937
20
$5.85M 3.45%
+98,611
21
$5.66M 3.34%
45,476
-890
22
$5.31M 3.13%
24,309
-471
23
$4.46M 2.63%
99,229
-1,926
24
$1.85M 1.09%
+28,550
25
$1.7M 1%
+62,400
1
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