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
$190M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$8.01M
2
+$7.18M
3
+$6.88M
4
ISRG icon
Intuitive Surgical
ISRG
+$5.75M
5
NDAQ icon
Nasdaq
NDAQ
+$5.54M

Top Sells

1
+$5.91M
2
+$5.69M
3
+$4.75M
4
AMGN icon
Amgen
AMGN
+$4.55M
5
DOV icon
Dover
DOV
+$4.54M

Sector Composition

1 Technology 40.11%
2 Healthcare 20.09%
3 Consumer Discretionary 15.44%
4 Financials 6.9%
5 Industrials 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.6M 5.61%
91,853
-6,951
2
$10.6M 5.58%
23,957
-777
3
$9.68M 5.11%
19,738
+94
4
$8.97M 4.73%
42,626
+373
5
$8.26M 4.36%
248,880
-590
6
$8.05M 4.25%
52,280
7
$8.01M 4.23%
+45,226
8
$7.94M 4.19%
28,585
+4,923
9
$7.79M 4.11%
27,689
-49
10
$7.71M 4.07%
96,614
+9,803
11
$7.68M 4.05%
39,640
+366
12
$7.55M 3.98%
126,981
+1,054
13
$7.55M 3.98%
156,084
+1,357
14
$7.32M 3.86%
40,460
+435
15
$7.3M 3.85%
99,580
+840
16
$7.22M 3.81%
45,880
+500
17
$7.18M 3.79%
+60,979
18
$7.08M 3.73%
49,579
+535
19
$6.88M 3.63%
+43,708
20
$6.77M 3.57%
26,944
-554
21
$6.26M 3.3%
22,999
-2,549
22
$5.75M 3.03%
+24,315
23
$5.54M 2.92%
+135,399
24
$3.65M 1.93%
12,425
+3,825
25
$1.93M 1.02%
30,670
-26,100
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