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
$97.7M
AUM Growth
-$3.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$4.69M
3
+$4.49M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.11M
5
SCHW icon
Charles Schwab
SCHW
+$2.96M

Top Sells

1
+$6.57M
2
+$6.42M
3
+$4.05M
4
ANET icon
Arista Networks
ANET
+$3.39M
5
COR icon
Cencora
COR
+$3.27M

Sector Composition

1 Industrials 25.86%
2 Financials 21.78%
3 Technology 13.66%
4 Consumer Discretionary 7.74%
5 Communication Services 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.32M 5.45%
16,966
-655
2
$5.21M 5.33%
50,882
-6,758
3
$5.11M 5.23%
+166,600
4
$5.07M 5.19%
8,728
-391
5
$5.06M 5.18%
7,308
-4,709
6
$4.69M 4.81%
+10,379
7
$4.68M 4.79%
51,550
-1,159
8
$4.49M 4.6%
+11,082
9
$4.29M 4.39%
10,042
+6
10
$4.24M 4.34%
3,795
-5,751
11
$4.22M 4.32%
41,939
+19
12
$4.21M 4.31%
6,395
-1,658
13
$3.98M 4.08%
21,081
-34,761
14
$3.49M 3.58%
16,009
+9
15
$3.43M 3.51%
4,037
-48
16
$3.37M 3.45%
17,436
+16
17
$3.3M 3.38%
4,555
-18
18
$3.11M 3.19%
+17,100
19
$3.07M 3.14%
9,970
+7
20
$2.96M 3.03%
+40,210
21
$2.82M 2.89%
5,265
+5
22
$2.79M 2.86%
6,682
+7
23
$2.74M 2.81%
5,655
+5
24
$2.39M 2.45%
7,185
-4,049
25
$2.11M 2.16%
27,092
-13,890
1
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