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
$89.6M
AUM Growth
-$64.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$4.02M
3
+$3.53M
4
HLT icon
Hilton Worldwide
HLT
+$2.92M
5
CDNS icon
Cadence Design Systems
CDNS
+$2.72M

Top Sells

1
+$8.72M
2
+$8.22M
3
+$7.8M
4
ORCL icon
Oracle
ORCL
+$7.7M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.64M

Sector Composition

1 Technology 19.05%
2 Financials 18.81%
3 Industrials 17.7%
4 Healthcare 8.61%
5 Consumer Discretionary 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.62M 5.15%
12,276
-11,304
2
$4.43M 4.95%
18,410
-19,426
3
$4.29M 4.79%
55,523
-55,451
4
$4.27M 4.77%
9,271
-10,214
5
$4.12M 4.6%
+10,060
6
$4.09M 4.57%
31,266
-33,004
7
$4.02M 4.49%
+8,460
8
$3.87M 4.32%
10,181
-13,850
9
$3.84M 4.29%
77,610
-117,690
10
$3.78M 4.22%
58,910
+33,816
11
$3.53M 3.94%
+42,580
12
$2.95M 3.29%
18,173
-46,883
13
$2.92M 3.26%
+16,030
14
$2.88M 3.21%
7,069
-15,182
15
$2.86M 3.19%
4,985
-11,420
16
$2.78M 3.11%
10,689
-21,063
17
$2.72M 3.03%
+9,980
18
$2.69M 3%
19,223
-54,703
19
$2.65M 2.96%
+17,450
20
$2.63M 2.94%
+3,990
21
$2.58M 2.88%
+14,450
22
$2.44M 2.72%
+5,270
23
$2.4M 2.67%
+4,550
24
$2.26M 2.52%
+15,300
25
$1.77M 1.98%
26,150
+3,771
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