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
$67M
AUM Growth
-$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.25M
3
+$3.22M
4
SCHW icon
Charles Schwab
SCHW
+$3.19M
5
V icon
Visa
V
+$3.14M

Top Sells

1
+$7.3M
2
+$7.28M
3
+$7.02M
4
ORCL icon
Oracle
ORCL
+$6.17M
5
TT icon
Trane Technologies
TT
+$4.81M

Sector Composition

1 Financials 32.21%
2 Technology 16.77%
3 Consumer Discretionary 13.7%
4 Industrials 9.27%
5 Communication Services 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ORLY icon
1
O'Reilly Automotive
ORLY
$85.8B
$3.39M 5.07%
+35,535
CAH icon
2
Cardinal Health
CAH
$36.4B
$3.25M 4.85%
+23,558
CSCO icon
3
Cisco
CSCO
$273B
$3.22M 4.81%
+52,223
PH icon
4
Parker-Hannifin
PH
$91.9B
$3.22M 4.81%
5,298
-5,059
TMUS icon
5
T-Mobile US
TMUS
$255B
$3.22M 4.8%
12,061
-10,400
COST icon
6
Costco
COST
$410B
$3.19M 4.77%
3,375
-270
SCHW icon
7
Charles Schwab
SCHW
$170B
$3.19M 4.76%
+40,726
V icon
8
Visa
V
$651B
$3.14M 4.69%
+8,966
JPM icon
9
JPMorgan Chase
JPM
$813B
$3.14M 4.69%
12,799
AJG icon
10
Arthur J. Gallagher & Co
AJG
$71.8B
$3.13M 4.67%
+9,066
AMP icon
11
Ameriprise Financial
AMP
$44.1B
$3.09M 4.62%
6,384
-7,365
GS icon
12
Goldman Sachs
GS
$234B
$3.07M 4.58%
5,612
-7,579
RTX icon
13
RTX Corp
RTX
$210B
$2.98M 4.46%
+22,532
EBAY icon
14
eBay
EBAY
$41.7B
$2.96M 4.42%
+43,675
META icon
15
Meta Platforms (Facebook)
META
$1.79T
$2.9M 4.34%
5,039
-400
IBM icon
16
IBM
IBM
$257B
$2.88M 4.3%
+11,592
AAPL icon
17
Apple
AAPL
$3.67T
$2.84M 4.24%
12,794
-11,400
AMZN icon
18
Amazon
AMZN
$2.29T
$2.82M 4.22%
14,838
-23,020
MS icon
19
Morgan Stanley
MS
$255B
$2.81M 4.2%
24,097
-30,280
ISRG icon
20
Intuitive Surgical
ISRG
$156B
$2.8M 4.17%
5,644
-6,076
NVDA icon
21
NVIDIA
NVDA
$4.43T
$2.28M 3.41%
21,070
-24,847
EPOL icon
22
iShares MSCI Poland ETF
EPOL
$443M
$2.03M 3.03%
+72,480
UAE icon
23
iShares MSCI UAE ETF
UAE
$166M
$1.4M 2.09%
+82,270
BX icon
24
Blackstone
BX
$123B
– –
-40,691
GGAL icon
25
Galicia Financial Group
GGAL
$5.33B
– –
-39,370
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