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
$225M
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$10.1M
3
+$8.54M
4
LNG icon
Cheniere Energy
LNG
+$8.43M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$8.28M

Top Sells

1
+$11.4M
2
+$10.1M
3
+$9.87M
4
DOV icon
Dover
DOV
+$9.65M
5
TGT icon
Target
TGT
+$9.35M

Sector Composition

1 Technology 28.07%
2 Financials 22.29%
3 Industrials 11.12%
4 Consumer Discretionary 7.51%
5 Energy 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.4M 6.42%
108,151
-32,726
2
$13.1M 5.8%
219,300
-47,000
3
$12.2M 5.45%
37,459
-7,943
4
$11.8M 5.27%
152,541
-31,106
5
$11.3M 5.01%
+48,455
6
$10.3M 4.6%
151,045
+120,880
7
$10.2M 4.55%
116,787
+1,672
8
$10.1M 4.49%
+283,780
9
$10.1M 4.48%
30,494
-12,684
10
$9.47M 4.21%
50,113
-10,309
11
$8.94M 3.97%
40,035
-7,120
12
$8.54M 3.8%
+25,945
13
$8.45M 3.75%
69,135
-37,302
14
$8.43M 3.75%
+117,083
15
$8.4M 3.74%
81,500
-18,280
16
$8.28M 3.68%
+59,840
17
$8.18M 3.64%
+21,870
18
$8.08M 3.59%
17,711
-8,449
19
$7.95M 3.54%
+65,755
20
$7.61M 3.39%
+416,920
21
$7.15M 3.18%
+46,980
22
$7.11M 3.16%
+129,476
23
$6.75M 3%
50,884
-21,964
24
$2.57M 1.14%
42,792
25
$2.28M 1.01%
+25,444
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