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
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.6M
3
+$9.51M
4
ETN icon
Eaton
ETN
+$9.42M
5
FI icon
Fiserv
FI
+$8.94M

Top Sells

1
+$11.5M
2
+$10.3M
3
+$9.86M
4
MS icon
Morgan Stanley
MS
+$9.69M
5
GS icon
Goldman Sachs
GS
+$9.66M

Sector Composition

1 Technology 18.67%
2 Healthcare 18.27%
3 Industrials 17.16%
4 Financials 8.29%
5 Consumer Discretionary 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.5M 5.19%
79,609
-931
2
$11.3M 5.1%
58,829
-1,220
3
$11M 4.97%
+92,052
4
$10.6M 4.79%
+369,584
5
$10.3M 4.63%
48,598
+3,062
6
$10.1M 4.57%
33,413
-515
7
$10M 4.51%
191,091
-1,665
8
$9.8M 4.42%
121,094
+95,250
9
$9.76M 4.4%
50,338
-1,230
10
$9.51M 4.29%
+27,930
11
$9.49M 4.28%
28,575
-4,034
12
$9.42M 4.25%
+46,850
13
$9.28M 4.18%
26,375
-16,252
14
$9.19M 4.14%
23,570
15
$9.18M 4.14%
56,720
16
$8.94M 4.03%
+70,850
17
$8.91M 4.02%
+37,515
18
$8.79M 3.96%
+29,450
19
$7.99M 3.6%
+30,540
20
$2.37M 1.07%
+51,195
21
$2.34M 1.05%
37,640
+10,490
22
$2.34M 1.05%
+37,789
23
$2.06M 0.93%
+4,652
24
$1.58M 0.71%
+119,088
25
$1.58M 0.71%
+34,278
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