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
$222M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$11.1M
3
+$10.9M
4
UNH icon
UnitedHealth
UNH
+$10.7M
5
MOO icon
VanEck Agribusiness ETF
MOO
+$10.5M

Top Sells

1
+$12.6M
2
+$12.1M
3
+$11.9M
4
GS icon
Goldman Sachs
GS
+$11.2M
5
AMAT icon
Applied Materials
AMAT
+$10.4M

Sector Composition

1 Financials 21.81%
2 Healthcare 14.74%
3 Technology 14.25%
4 Energy 13.25%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.8M 5.29%
39,140
-1,788
2
$11.7M 5.26%
+116,767
3
$11.5M 5.17%
167,815
-4,495
4
$11.1M 5%
+42,546
5
$11M 4.93%
105,606
+15,882
6
$10.9M 4.91%
+70,421
7
$10.7M 4.83%
+21,023
8
$10.5M 4.74%
+100,655
9
$10.4M 4.69%
+25,068
10
$9.84M 4.43%
+45,989
11
$9.59M 4.32%
+96,821
12
$9.56M 4.31%
4,676
-1,066
13
$9.52M 4.29%
+40,015
14
$9.22M 4.15%
+160,703
15
$9.13M 4.11%
65,876
-5,129
16
$8.62M 3.88%
+52,919
17
$8.22M 3.7%
+69,658
18
$8.15M 3.67%
46,676
-954
19
$7.96M 3.59%
170,615
-3,955
20
$7.8M 3.51%
+92,561
21
$7.61M 3.43%
117,767
-3,213
22
$5.97M 2.69%
42,960
-23,200
23
$2.6M 1.17%
21,700
-14,910
24
$2.06M 0.93%
+83,080
25
$1.93M 0.87%
+24,775
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