MARVIN & PALMER ASSOCIATES INC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 85
New Positions 16
Increased Positions 28
Decreased Positions 53
Positions with Activity 81
Sold Out Positions 24
Total Mkt Value (in $ millions) 102

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

Sector Weighting

Basic Materials 2.73%
Capital Goods 8.74%
Conglomerates
Consumer Cyclical 1.48%
Consumer/Non-Cyclical 0%
Energy 5.54%
Financial 14.69%
Healthcare 16.22%
Services 16.93%
Technology 27.96%
Transportation 5.27%
Utilities 0%

85 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BAIDU INC SPON ADR REP A 8,520 2,900 51.61 38,660
APPLE INC COM 5,571 -781 (12.3) 46,855
UNION PAC CORP COM 4,878 -824 (14.45) 40,620
BIOGEN IDEC INC COM 3,252 1,058 48.23 9,205
CUMMINS INC COM 3,087 -443 (12.55) 21,630
BLACKSTONE GROUP L P COM UNIT LTD 3,062 -482 (13.59) 83,080
FACEBOOK INC CL A 2,640 2,640 New 33,850
HOME DEPOT INC COM 2,495 2,495 New 23,185
AMERIPRISE FINL INC COM 2,445 -708 (22.47) 19,060
GILEAD SCIENCES INC COM 2,377 2,377 New 22,820
GOOGLE INC CL A 2,370 -414 (14.88) 4,617
GOOGLE INC CL C 2,355 -423 (15.22) 4,612
NORTHROP GRUMMAN CORP COM 2,355 -783 (24.94) 14,910
IDEXX LABS INC COM 2,329 986 73.37 14,260
WELLS FARGO & CO NEW COM 2,307 -697 (23.2) 43,730
APPLIED MATLS INC COM 2,294 2,294 New 97,140
AMPHENOL CORP NEW CL A 2,178 -722 (24.89) 39,630
MARKET VECTORS ETF TR VIETNAM ETF 2,066 New 112,000
LAM RESEARCH CORP COM 2,046 891 77.06 25,620
ALEXION PHARMACEUTICALS INC COM 2,041 2,041 New 10,855