Marvin & Palmer Associates as of March 31, 2015
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 59 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 5.8 | $6.7M | 54k | 124.42 | |
| Blackstone | 4.0 | $4.6M | 119k | 38.89 | |
| Jd (JD) | 3.8 | $4.4M | 151k | 29.36 | |
| Baidu (BIDU) | 3.8 | $4.4M | 21k | 208.42 | |
| Union Pacific Corporation (UNP) | 3.7 | $4.3M | 40k | 108.32 | |
| Facebook Inc cl a (META) | 2.8 | $3.2M | 39k | 82.22 | |
| Lowe's Companies (LOW) | 2.7 | $3.1M | 42k | 74.39 | |
| Cummins (CMI) | 2.7 | $3.1M | 22k | 138.63 | |
| Northrop Grumman Corporation (NOC) | 2.6 | $3.0M | 18k | 160.98 | |
| Home Depot (HD) | 2.5 | $2.9M | 26k | 113.62 | |
| Goldman Sachs (GS) | 2.5 | $2.9M | 16k | 187.96 | |
| Morgan Stanley (MS) | 2.5 | $2.9M | 82k | 35.69 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 2.5 | $2.9M | 99k | 29.45 | |
| Gilead Sciences (GILD) | 2.5 | $2.9M | 29k | 98.12 | |
| Amphenol Corporation (APH) | 2.4 | $2.8M | 48k | 59.05 | |
| Biogen Idec (BIIB) | 2.3 | $2.7M | 6.4k | 422.19 | |
| Ameriprise Financial (AMP) | 2.3 | $2.6M | 20k | 130.85 | |
| Regeneron Pharmaceuticals (REGN) | 2.2 | $2.5M | 5.6k | 451.46 | |
| Wells Fargo & Company (WFC) | 2.2 | $2.5M | 47k | 54.40 | |
| IDEXX Laboratories (IDXX) | 2.1 | $2.5M | 16k | 154.47 | |
| Alexion Pharmaceuticals | 2.1 | $2.5M | 14k | 173.31 | |
| Applied Materials (AMAT) | 2.1 | $2.4M | 108k | 22.56 | |
| Lam Research Corporation | 2.0 | $2.3M | 33k | 70.42 | |
| Cognizant Technology Solutions (CTSH) | 2.0 | $2.3M | 37k | 62.38 | |
| Kroger (KR) | 1.9 | $2.3M | 29k | 76.67 | |
| Nordstrom | 1.9 | $2.2M | 27k | 80.33 | |
| McKesson Corporation (MCK) | 1.9 | $2.2M | 9.6k | 226.49 | |
| CIGNA Corporation | 1.7 | $2.0M | 15k | 129.48 | |
| Walt Disney Company (DIS) | 1.7 | $2.0M | 19k | 104.87 | |
| CVS Caremark Corporation (CVS) | 1.6 | $1.9M | 18k | 103.23 | |
| Legg Mason | 1.6 | $1.8M | 32k | 55.36 | |
| Texas Instruments Incorporated (TXN) | 1.5 | $1.7M | 30k | 57.20 | |
| iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 1.5 | $1.7M | 27k | 64.00 | |
| Ishares Inc emkts asia idx (EEMA) | 1.5 | $1.7M | 28k | 61.12 | |
| Anthem (ELV) | 1.4 | $1.7M | 11k | 154.42 | |
| Medtronic | 1.4 | $1.6M | 21k | 78.28 | |
| Nike (NKE) | 1.4 | $1.6M | 16k | 100.63 | |
| Amgen (AMGN) | 1.4 | $1.6M | 10k | 159.90 | |
| Lockheed Martin Corporation (LMT) | 1.3 | $1.5M | 7.6k | 202.89 | |
| Fiserv (FI) | 1.2 | $1.4M | 17k | 79.42 | |
| Celgene Corporation | 1.2 | $1.3M | 12k | 115.28 | |
| ICICI Bank (IBN) | 1.1 | $1.3M | 125k | 10.36 | |
| Ishares Inc msci india index (INDA) | 1.1 | $1.3M | 39k | 32.08 | |
| Advance Auto Parts (AAP) | 0.9 | $1.1M | 7.3k | 149.79 | |
| Air Products & Chemicals (APD) | 0.9 | $1.0M | 6.8k | 152.06 | |
| HDFC Bank (HDB) | 0.7 | $807k | 14k | 58.91 | |
| Infosys Technologies (INFY) | 0.5 | $516k | 15k | 35.10 | |
| 0.4 | $499k | 900.00 | 554.44 | ||
| Amazon (AMZN) | 0.4 | $465k | 1.3k | 372.00 | |
| Grupo Televisa (TV) | 0.4 | $416k | 13k | 33.02 | |
| Fomento Economico Mexicano SAB (FMX) | 0.2 | $252k | 2.7k | 93.33 | |
| Credicorp (BAP) | 0.2 | $225k | 1.6k | 140.62 | |
| Banco Bradesco SA (BBD) | 0.2 | $225k | 24k | 9.30 | |
| Taiwan Semiconductor Mfg (TSM) | 0.2 | $211k | 9.0k | 23.44 | |
| SK Tele | 0.1 | $158k | 5.8k | 27.24 | |
| Icon (ICLR) | 0.1 | $113k | 1.6k | 70.62 | |
| Tata Motors | 0.1 | $90k | 2.0k | 45.00 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $90k | 900.00 | 100.00 | |
| Avago Technologies | 0.1 | $76k | 600.00 | 126.67 |
