MARVIN & PALMER ASSOCIATES INC Information

1201 N. MARKET STREET, WILMINGTON, Delaware, 19801-1165, (302) 573-3570

Report Date: 06/30/2014

Position Statistics

Total Positions 88
New Positions 24
Increased Positions 39
Decreased Positions 47
Positions with Activity 86
Sold Out Positions 20
Total Mkt Value (in $ millions) 117

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 4.82%
Capital Goods 14.22%
Conglomerates
Consumer Cyclical 1.42%
Consumer/Non-Cyclical 4.3%
Energy 10.72%
Financial 14.77%
Healthcare 5.19%
Services 15.6%
Technology 20.47%
Transportation 5.39%
Utilities 2.92%

88 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BAIDU INC SPON ADR REP A 5,510 2,831 105.65 25,500
APPLE INC COM 5,390 857 18.90 53,425
UNION PAC CORP COM 5,012 -47 (0.94) 47,482
DOW CHEM CO COM 3,960 -478 (10.78) 74,570
CUMMINS INC COM 3,566 (0) 24,734
GOOGLE INC CL A 3,190 -26 (0.82) 5,424
BLACKSTONE GROUP L P COM UNIT LTD 3,182 -3,172 (49.92) 96,144
GOOGLE INC CL C 3,144 -17 (0.53) 5,440
BOEING CO COM 3,115 -463 (12.94) 24,220
AMERIPRISE FINL INC COM 3,099 -38 (1.21) 24,583
WELLS FARGO & CO NEW COM 2,936 2,008 216.33 56,940
AMPHENOL CORP NEW CL A 2,738 -62 (2.22) 26,380
MARKET VECTORS ETF TR VIETNAM ETF 2,559 274 12 112,000
NORTHROP GRUMMAN CORP COM 2,528 -458 (15.32) 19,865
SCHLUMBERGER LTD COM 2,326 2,326 New 20,950
LEGG MASON INC COM 2,238 2,238 New 44,895
COCA COLA ENTERPRISES INC NEW COM 2,138 676 46.25 45,015
BIOGEN IDEC INC COM 2,130 -2,226 (51.1) 6,210
DISNEY WALT CO COM DISNEY 1,995 -72 (3.48) 22,160
UNITED TECHNOLOGIES CORP COM 1,896 171 9.88 17,290