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
$105M
AUM Growth
-$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$5M
3
+$4.59M
4
AMZN icon
Amazon
AMZN
+$3.64M
5
CRM icon
Salesforce
CRM
+$3.28M

Top Sells

1
+$6.63M
2
+$6.46M
3
+$6.3M
4
USB icon
US Bancorp
USB
+$5.85M
5
AXP icon
American Express
AXP
+$5.66M

Sector Composition

1 Technology 35.47%
2 Financials 15.3%
3 Healthcare 14.97%
4 Consumer Discretionary 12.14%
5 Industrials 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.98M 5.71%
21,073
-4,733
2
$5.75M 5.5%
36,481
-21,226
3
$5.27M 5.04%
115,657
-38,336
4
$5.27M 5.04%
82,880
-35,200
5
$5.01M 4.79%
+15,757
6
$5M 4.78%
+21,004
7
$4.94M 4.72%
205,780
-95,450
8
$4.76M 4.55%
103,892
-36,208
9
$4.68M 4.48%
74,460
-14,286
10
$4.59M 4.39%
+79,080
11
$4.58M 4.38%
120,960
-34,977
12
$4.19M 4%
32,941
-14,481
13
$4.06M 3.88%
25,185
-8,336
14
$4.05M 3.88%
28,212
-13,619
15
$4.03M 3.85%
40,339
-26,949
16
$3.85M 3.68%
42,717
-8,003
17
$3.65M 3.49%
19,536
-4,773
18
$3.64M 3.48%
+37,340
19
$3.28M 3.13%
+22,766
20
$3.25M 3.11%
38,775
-22,517
21
$3.1M 2.96%
23,139
-13,343
22
$2.85M 2.72%
64,223
-114,925
23
$2.83M 2.71%
+18,313
24
$2.57M 2.45%
+13,205
25
$1.04M 1%
31,670
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