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
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$9.35M
2
+$8.25M
3
+$8.14M
4
ENPH icon
Enphase Energy
ENPH
+$6.62M
5
NVO icon
Novo Nordisk
NVO
+$1.77M

Top Sells

1
+$7.81M
2
+$7.28M
3
+$7.23M
4
UNH icon
UnitedHealth
UNH
+$1.82M
5
EIDO icon
iShares MSCI Indonesia ETF
EIDO
+$1.76M

Sector Composition

1 Financials 26.48%
2 Healthcare 20.76%
3 Industrials 20.4%
4 Technology 11.42%
5 Consumer Discretionary 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.3M 5.96%
39,155
2
$10.6M 5.57%
63,879
-2,040
3
$10.4M 5.47%
4,192
-114
4
$10M 5.28%
32,245
+2,275
5
$10M 5.26%
120,122
+16,672
6
$9.91M 5.21%
28,853
+724
7
$9.7M 5.1%
51,443
-932
8
$9.35M 4.92%
+53,607
9
$9.31M 4.9%
109,548
+5,889
10
$8.84M 4.65%
58,972
-859
11
$8.54M 4.5%
16,114
-3,436
12
$8.26M 4.35%
15,135
-295
13
$8.25M 4.34%
+19,247
14
$8.14M 4.28%
+172,137
15
$8.07M 4.25%
79,958
+462
16
$7.51M 3.95%
43,083
+433
17
$7.22M 3.8%
13,112
+162
18
$7.07M 3.72%
185,618
+2,318
19
$6.67M 3.51%
47,008
+588
20
$6.62M 3.48%
+24,969
21
$6.02M 3.17%
46,365
-311
22
$1.98M 1.04%
47,325
+12,675
23
$1.77M 0.93%
+26,200
24
$1.36M 0.72%
+62,150
25
$1.21M 0.63%
+9,410
1
2