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
$154M
AUM Growth
-$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$8.5M
2
+$7.8M
3
+$7.7M
4
URI icon
United Rentals
URI
+$7.29M
5
IR icon
Ingersoll Rand
IR
+$7.07M

Top Sells

1
+$10.6M
2
+$10.3M
3
+$10.1M
4
NVO icon
Novo Nordisk
NVO
+$9.8M
5
FI icon
Fiserv
FI
+$8.94M

Sector Composition

1 Technology 25.9%
2 Industrials 24.07%
3 Financials 14.34%
4 Healthcare 10.67%
5 Communication Services 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.67M 6.27%
73,926
-18,126
2
$9.01M 5.84%
65,056
-14,553
3
$8.72M 5.65%
48,428
-10,401
4
$8.5M 5.51%
+195,300
5
$8.41M 5.46%
157,779
-33,312
6
$8.07M 5.23%
37,836
-9,014
7
$7.92M 5.14%
24,031
-4,544
8
$7.8M 5.06%
+22,620
9
$7.74M 5.02%
22,251
-4,124
10
$7.7M 5%
+72,714
11
$7.59M 4.92%
19,485
-4,085
12
$7.45M 4.83%
23,580
-4,350
13
$7.3M 4.74%
31,752
-5,763
14
$7.29M 4.73%
+16,405
15
$7.29M 4.73%
42,569
-7,769
16
$7.1M 4.6%
48,020
-8,700
17
$7.07M 4.59%
+110,974
18
$6.89M 4.47%
+64,270
19
$6.46M 4.19%
25,836
-4,704
20
$1.51M 0.98%
25,094
-12,695
21
$1.3M 0.85%
22,379
-15,261
22
$1.01M 0.65%
+22,757
23
$807K 0.52%
18,360
24
$805K 0.52%
+26,244
25
$780K 0.51%
17,894
-33,301
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