Marvin Palmer Associates Inc (860645) Portfolio


Number of Companies: 43
Inflow: $11,656 K
Outflow: $-24,892 K
Net Flow: $-13,236 K
2016-06-30: Recent SEC Filing
2016-03-31: Previous SEC Filing


Receive a FREE weekly executive review of stocks moving into the top 10, taking the top industy spot or moving up within their industry. Sent directly to your Inbox every Saturday. Sign up today and get last week's review immediately sent to you.

We value and respect your privacy. Please read our Terms and Conditions which states our firm commitment to your privacy. Your email address will not be shared with a third party, nor will it be sold or used for purposes other than subscription for the weekly review.

Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
231 8 Oclaro Inc (OCLR) Semiconductor Devices 610,000 New Holding 610,000 $4.88 $2,976 $2,976
497 12 Neophotonics Corp (NPTN) Semiconductor Devices 220,400 New Holding 220,400 $9.53 $2,100 $2,100
3028 34 Thermo Fisher Scientific Inc (TMO) Life Science Equipment 12,100 New Holding 12,100 $147.76 $1,787 $1,787
3047 19 Honeywell International Inc (HON) Comml And Res Bldg Equip And Sys 11,900 New Holding 11,900 $116.32 $1,384 $1,384
2763 22 L-3 Communications Holdings (LLL) Aircraft And Parts 9,200 New Holding 9,200 $146.69 $1,349 $1,349
2936 25 Ppg Industries Inc (PPG) Specialty Chemicals 9,800 New Holding 9,800 $104.15 $1,020 $1,020
2986 89 Salesforcecom Inc (CRM) Application Software 29,700 Added More 4,000 $79.41 $317 $2,358
2947 88 Intuit Inc (INTU) Application Software 18,650 Added More 2,525 $111.61 $281 $2,081
3050 14 Wells Fargo And Co (WFC) Diversified Banks 45,100 Added More 4,725 $47.33 $223 $2,134
2779 8 Schwab Charles Corp (SCHW) Wealth Management 75,000 Added More 8,450 $25.31 $213 $1,898
3076 10 Johnson And Johnson (JNJ) Large Pharma 19,400 Sold Some -150 $121.30 $-18 $2,353
629 7 Baidu Inc (BIDU) Internet Media 0 Sold All -860 $165.15 $-142 $0
82 1 Grupo Televisa Sa (TV) Publishing And Broadcasting 0 Sold All -6,100 $26.04 $-158 $0
2922 32 Palo Alto Networks Inc (PANW) Infrastructure Software 10,300 Sold Some -1,300 $122.64 $-159 $1,263
2734 19 Fomento Economico Mex (FMX) Beverages 0 Sold All -2,000 $92.49 $-184 $0
2582 11 Adecoagro Sa (AGRO) Agricultural Producers 0 Sold All -18,100 $10.97 $-198 $0
181 1 Lennar Corp-A (LEN) Homebuilders 25,900 Sold Some -5,000 $46.10 $-230 $1,193
2509 253 Hdfc Bank Ltd (HDB) Banks 0 Sold All -4,100 $66.35 $-272 $0
3067 10 Lockheed Martin Corp (LMT) Defense Primes 5,675 Sold Some -1,100 $248.17 $-272 $1,408
2953 2 Roper Technologies Inc (ROP) Industrial Automation Controls 8,250 Sold Some -1,650 $170.56 $-281 $1,407
3044 9 Costco Wholesale Corp (COST) Mass Merchants 9,400 Sold Some -1,800 $157.04 $-282 $1,476
2973 23 Constellation Brands Inc-A (STZ) Beverages 9,400 Sold Some -1,800 $165.40 $-297 $1,554
2937 16 Kroger Co (KR) Food And Drug Stores 42,550 Sold Some -8,325 $36.79 $-306 $1,565
2978 41 Cognizant Tech Solutions-A (CTSH) It Services 26,000 Sold Some -6,050 $57.24 $-346 $1,488
2268 13 Tal Education Group (XRS) Educational Services 0 Sold All -5,700 $62.06 $-353 $0
3075 13 Exxon Mobil Corp (XOM) Integrated Oils 21,700 Sold Some -4,300 $93.74 $-403 $2,034
3052 34 Visa Inc-Class A Shares (V) Consumer Finance 28,000 Sold Some -5,500 $74.17 $-407 $2,076
253 1 Taiwan Semiconductor (TSM) Semiconductor Mfg 0 Sold All -25,600 $26.23 $-671 $0
3066 59 Amgen Inc (AMGN) Biotech 0 Sold All -6,100 $152.15 $-928 $0
2970 31 Fiserv Inc (FISV) Consumer Finance 17,300 Sold Some -9,500 $108.73 $-1,032 $1,881
3070 18 Home Depot Inc (HD) Home Products Stores 18,525 Sold Some -8,220 $127.69 $-1,049 $2,365
2991 68 Texas Instruments Inc (TXN) Semiconductor Devices 32,575 Sold Some -17,250 $62.65 $-1,080 $2,040
3074 26 Facebook Inc-A (FB) Internet Media 26,850 Sold Some -9,500 $114.28 $-1,085 $3,068
3005 17 Lowes Cos Inc (LOW) Home Products Stores 31,355 Sold Some -14,450 $79.17 $-1,144 $2,482
3051 57 Gilead Sciences Inc (GILD) Biotech 0 Sold All -14,075 $83.42 $-1,174 $0
3080 12 Amazoncom Inc (AMZN) Ecommerce Discretionary 2,740 Sold Some -1,770 $715.62 $-1,266 $1,960
190 10 Banco Macro Sa (BMA) Banks 0 Sold All -17,600 $74.22 $-1,306 $0
3001 7 Raytheon Company (RTN) Defense Primes 18,800 Sold Some -10,000 $135.95 $-1,359 $2,555
2987 27 Nike Inc -Cl B (NKE) Apparel Footwear And Acc Design 0 Sold All -27,400 $55.20 $-1,512 $0
2876 17 Expedia Inc (EXPE) Internet Based Services 0 Sold All -14,350 $106.30 $-1,525 $0
567 3 Fabrinet (FN) Emsodm 201,500 Sold Some -42,700 $37.12 $-1,585 $7,479
3042 9 Northrop Grumman Corp (NOC) Defense Primes 7,675 Sold Some -8,400 $222.28 $-1,867 $1,705
3079 54 Apple Inc (AAPL) Communications Equipment 0 Sold All -20,785 $95.60 $-1,987 $0