Marvin & Palmer Associates as of March 31, 2019
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 27 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Health Care SPDR (XLV) | 6.8 | $8.7M | 95k | 91.75 | |
| Paypal Holdings (PYPL) | 6.3 | $8.1M | 78k | 103.84 | |
| Microsoft Corporation (MSFT) | 5.3 | $6.8M | 58k | 117.94 | |
| Thermo Fisher Scientific (TMO) | 5.1 | $6.6M | 24k | 273.73 | |
| Visa (V) | 5.0 | $6.3M | 41k | 156.19 | |
| Adobe Systems Incorporated (ADBE) | 4.8 | $6.1M | 23k | 266.48 | |
| Texas Instruments Incorporated (TXN) | 4.8 | $6.1M | 58k | 106.07 | |
| Eli Lilly & Co. (LLY) | 4.4 | $5.6M | 44k | 129.75 | |
| Veeva Sys Inc cl a (VEEV) | 4.4 | $5.6M | 44k | 126.87 | |
| Merck & Co (MRK) | 4.3 | $5.5M | 66k | 83.18 | |
| salesforce (CRM) | 4.1 | $5.2M | 33k | 158.36 | |
| Servicenow (NOW) | 4.0 | $5.2M | 21k | 246.47 | |
| Union Pacific Corporation (UNP) | 4.0 | $5.2M | 31k | 167.18 | |
| Ecolab (ECL) | 4.0 | $5.1M | 29k | 176.54 | |
| Blackstone | 3.8 | $4.9M | 139k | 34.97 | |
| Walt Disney Company (DIS) | 3.7 | $4.7M | 43k | 111.02 | |
| stock | 3.7 | $4.7M | 38k | 124.61 | |
| American Express Company (AXP) | 3.5 | $4.6M | 42k | 109.31 | |
| Comcast Corporation (CMCSA) | 2.8 | $3.6M | 91k | 39.98 | |
| Ametek (AME) | 2.8 | $3.6M | 44k | 82.97 | |
| Vanguard Health Care ETF (VHT) | 2.8 | $3.6M | 21k | 172.49 | |
| McDonald's Corporation (MCD) | 2.4 | $3.1M | 17k | 189.91 | |
| TD Ameritrade Holding | 2.2 | $2.8M | 57k | 49.98 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 1.6 | $2.0M | 86k | 23.51 | |
| Vaneck Vectors Etf Tr vietnam etf (VNM) | 1.4 | $1.8M | 111k | 16.56 | |
| iShares MSCI Brazil Index (EWZ) | 1.0 | $1.3M | 32k | 40.99 | |
| iShares MSCI Thailand Index Fund (THD) | 1.0 | $1.3M | 14k | 88.32 |
