Marvin & Palmer Associates as of Dec. 31, 2018
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 27 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Health Care SPDR (XLV) | 7.0 | $8.2M | 95k | 86.50 | |
| Cme (CME) | 6.5 | $7.6M | 40k | 188.12 | |
| Paypal Holdings (PYPL) | 6.4 | $7.4M | 89k | 84.09 | |
| Microsoft Corporation (MSFT) | 5.1 | $5.9M | 58k | 101.58 | |
| Thermo Fisher Scientific (TMO) | 4.7 | $5.4M | 24k | 223.79 | |
| Visa (V) | 4.7 | $5.4M | 41k | 131.93 | |
| Adobe Systems Incorporated (ADBE) | 4.5 | $5.2M | 23k | 226.26 | |
| Merck & Co (MRK) | 4.4 | $5.1M | 66k | 76.41 | |
| Eli Lilly & Co. (LLY) | 4.3 | $5.0M | 44k | 115.72 | |
| Texas Instruments Incorporated (TXN) | 4.3 | $5.0M | 53k | 94.50 | |
| JPMorgan Chase & Co. (JPM) | 4.3 | $5.0M | 51k | 97.62 | |
| UnitedHealth (UNH) | 4.2 | $4.9M | 20k | 249.14 | |
| Pfizer (PFE) | 4.1 | $4.8M | 110k | 43.65 | |
| Walt Disney Company (DIS) | 4.0 | $4.7M | 43k | 109.66 | |
| Home Depot (HD) | 4.0 | $4.6M | 27k | 171.83 | |
| Union Pacific Corporation (UNP) | 3.7 | $4.3M | 31k | 138.22 | |
| Ecolab (ECL) | 3.7 | $4.3M | 29k | 147.34 | |
| Blackstone | 3.6 | $4.2M | 139k | 29.81 | |
| American Express Company (AXP) | 3.4 | $4.0M | 42k | 95.33 | |
| Vanguard Health Care ETF (VHT) | 2.9 | $3.4M | 21k | 160.58 | |
| McDonald's Corporation (MCD) | 2.5 | $2.9M | 17k | 177.58 | |
| TD Ameritrade Holding | 2.4 | $2.8M | 57k | 48.96 | |
| Apple (AAPL) | 2.1 | $2.4M | 15k | 157.71 | |
| iShares MSCI Brazil Index (EWZ) | 0.9 | $1.0M | 26k | 38.21 | |
| iShares MSCI Thailand Index Fund (THD) | 0.8 | $957k | 12k | 82.82 | |
| Vaneck Vectors Etf Tr vietnam etf (VNM) | 0.8 | $937k | 64k | 14.76 | |
| SPDR Gold Trust (GLD) | 0.8 | $922k | 7.6k | 121.32 |
