MARVIN & PALMER ASSOCIATES INC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 68
New Positions 10
Increased Positions 43
Decreased Positions 18
Positions with Activity 61
Sold Out Positions 9
Total Mkt Value (in $ millions) 115

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

Sector Weighting

Basic Materials 0.85%
Capital Goods 6.66%
Conglomerates
Consumer Cyclical 1.66%
Consumer/Non-Cyclical 0.21%
Energy
Financial 19.77%
Healthcare 18.27%
Services 20.73%
Technology 24.14%
Transportation 3.37%
Utilities

68 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 6,548 874 15.40 53,985
JD COM INC SPON ADR CL A 4,988 4,988 New 151,000
BLACKSTONE GROUP L P COM UNIT LTD 4,673 692 17.39 119,050
UNION PAC CORP COM 3,860 -94 (2.37) 39,550
FACEBOOK INC CL A 3,643 549 17.74 38,750
BAIDU INC SPON ADR REP A 3,619 -3,643 (50.17) 20,960
GILEAD SCIENCES INC COM 3,453 358 11.58 29,300
NORTHROP GRUMMAN CORP COM 3,183 589 22.70 18,400
GOLDMAN SACHS GROUP INC COM 3,168 1,051 49.67 15,450
MORGAN STANLEY COM NEW 3,165 989 45.47 81,500
REGENERON PHARMACEUTICALS COM 3,120 313 11.14 5,635
HOME DEPOT INC COM 3,016 344 12.87 25,770
LOWES COS INC COM 2,933 263 9.87 42,280
CUMMINS INC COM 2,879 126 4.59 22,225
ALEXION PHARMACEUTICALS INC COM 2,804 281 11.13 14,200
WELLS FARGO & CO NEW COM 2,697 248 10.15 46,600
AMPHENOL CORP NEW CL A 2,685 456 20.45 47,600
LAM RESEARCH CORP COM 2,552 278 12.25 33,200
AMERIPRISE FINL INC COM 2,513 220 9.61 20,000
IDEXX LABS INC COM 2,342 285 13.88 32,200


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