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
$131M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$7.32M
3
+$7.02M
4
MS icon
Morgan Stanley
MS
+$6.84M
5
ORCL icon
Oracle
ORCL
+$6.17M

Top Sells

1
+$7.58M
2
+$6.72M
3
+$6.06M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.82M
5
ICE icon
Intercontinental Exchange
ICE
+$3.15M

Sector Composition

1 Financials 37.3%
2 Technology 20.01%
3 Consumer Discretionary 12.47%
4 Industrials 10.93%
5 Communication Services 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.31M 6.34%
+37,858
2
$7.55M 5.77%
13,191
-1,181
3
$7.32M 5.59%
+13,749
4
$7.3M 5.58%
49,377
-10,548
5
$7.28M 5.56%
164,844
-30,572
6
$7.02M 5.36%
+40,691
7
$6.84M 5.22%
+54,377
8
$6.59M 5.03%
10,357
+1,103
9
$6.17M 4.71%
+37,005
10
$6.17M 4.71%
45,917
-162
11
$6.12M 4.67%
11,720
-50
12
$6.06M 4.63%
24,194
+11,266
13
$4.96M 3.79%
22,461
+8,109
14
$4.81M 3.67%
13,017
+4,799
15
$4.76M 3.64%
+9,320
16
$3.36M 2.57%
13,606
-1,527
17
$3.34M 2.55%
3,645
-37
18
$3.21M 2.45%
+3,031
19
$3.18M 2.43%
5,439
-67
20
$3.07M 2.34%
12,799
-95
21
$2.91M 2.22%
4,133
-4,101
22
$2.9M 2.22%
+11,759
23
$2.89M 2.21%
59,760
+53,490
24
$2.66M 2.03%
+24,104
25
$2.45M 1.87%
39,370
+18,070
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