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
$119M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$5.78M
3
+$3.82M
4
TT icon
Trane Technologies
TT
+$3.19M
5
ICE icon
Intercontinental Exchange
ICE
+$3.15M

Top Sells

1
+$5.32M
2
+$5.06M
3
+$4.68M
4
AMP icon
Ameriprise Financial
AMP
+$4.29M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.24M

Sector Composition

1 Financials 26.54%
2 Industrials 18.25%
3 Healthcare 10%
4 Communication Services 7.44%
5 Technology 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.83M 6.56%
59,925
+17,986
2
$7.58M 6.36%
+76,769
3
$7.12M 5.97%
14,372
+3,993
4
$6.81M 5.71%
195,416
+28,816
5
$6.72M 5.64%
11,715
+5,320
6
$6.67M 5.59%
8,234
+3,679
7
$6.06M 5.08%
13,466
+2,384
8
$5.85M 4.9%
9,254
+526
9
$5.78M 4.85%
+11,770
10
$5.6M 4.69%
46,079
-4,803
11
$3.82M 3.2%
+32,655
12
$3.49M 2.93%
15,133
-876
13
$3.26M 2.74%
3,682
-355
14
$3.19M 2.68%
+8,218
15
$3.15M 2.65%
+19,633
16
$3.15M 2.64%
5,506
-149
17
$3.13M 2.62%
+15,848
18
$3.13M 2.62%
+30,184
19
$3.01M 2.53%
+12,928
20
$3.01M 2.52%
6,467
-215
21
$2.97M 2.49%
+17,010
22
$2.96M 2.48%
+14,352
23
$2.76M 2.31%
16,634
-466
24
$2.72M 2.28%
+12,894
25
$2.59M 2.17%
+81,510
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