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
$251M
AUM Growth
+$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$11.4M
3
+$9.87M
4
DOV icon
Dover
DOV
+$9.65M
5
MOO icon
VanEck Agribusiness ETF
MOO
+$9.07M

Top Sells

1
+$9.68M
2
+$8.97M
3
+$7.22M
4
CRM icon
Salesforce
CRM
+$6.77M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$6.26M

Sector Composition

1 Technology 29.86%
2 Healthcare 15.9%
3 Industrials 11.8%
4 Financials 9.83%
5 Consumer Discretionary 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14M 5.61%
106,437
+14,584
2
$13.6M 5.44%
140,877
+13,896
3
$13.3M 5.32%
26,160
+2,203
4
$12.9M 5.14%
266,300
+17,420
5
$12.3M 4.91%
183,647
+27,563
6
$12.3M 4.91%
+45,402
7
$12.1M 4.83%
43,178
+3,538
8
$11.4M 4.56%
+383,035
9
$11.4M 4.54%
72,848
+11,869
10
$10.2M 4.08%
47,155
-5,125
11
$10.1M 4.01%
49,630
+9,170
12
$10M 4%
60,422
+10,843
13
$9.87M 3.94%
+87,123
14
$9.65M 3.85%
+82,860
15
$9.35M 3.73%
51,627
+7,919
16
$9.28M 3.7%
33,577
+5,888
17
$9.12M 3.64%
99,780
+200
18
$9.07M 3.62%
+115,115
19
$8.91M 3.56%
35,760
+11,445
20
$8.31M 3.32%
100,588
+3,974
21
$8.03M 3.21%
29,661
+1,076
22
$7.92M 3.16%
45,905
+679
23
$7.88M 3.15%
+51,427
24
$2.37M 0.95%
42,792
+1,552
25
$2.24M 0.89%
+25,444
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