MARVIN & PALMER ASSOCIATES INC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 81
New Positions 17
Increased Positions 28
Decreased Positions 53
Positions with Activity 81
Sold Out Positions 17
Total Mkt Value (in $ millions) 118

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

Sector Weighting

Basic Materials 4.48%
Capital Goods 14.69%
Conglomerates 0%
Consumer Cyclical 1.41%
Consumer/Non-Cyclical 2.02%
Energy 2.51%
Financial 13.09%
Healthcare 10.77%
Services 19.71%
Technology 24.6%
Transportation 5.02%
Utilities

81 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BLACKSTONE GROUP L P COM UNIT LTD 6,306 -918 (12.7) 191,970
AMAZON COM INC COM 5,174 -1,310 (20.2) 15,680
UNION PAC CORP COM 4,822 -887 (15.54) 47,930
APPLE INC COM 4,286 -805 (15.82) 44,933
DOW CHEM CO COM 4,279 2,318 118.21 83,575
BIOGEN IDEC INC COM 4,066 -3,233 (44.3) 12,700
CUMMINS INC COM 3,821 -427 (10.06) 24,735
BOEING CO COM 3,527 -707 (16.71) 27,820
MCKESSON CORP COM 3,365 64 1.95 17,740
GOOGLE INC CL A 3,190 69 2.22 5,469
GOOGLE INC CL C 3,151 69 2.22 5,469
AMERIPRISE FINL INC COM 3,015 -547 (15.36) 24,885
MASTERCARD INC CL A 2,833 -692 (19.63) 36,970
NORTHROP GRUMMAN CORP COM 2,811 942 50.39 23,460
VIACOM INC NEW CL B 2,655 -1,273 (32.4) 30,690
AMPHENOL CORP NEW CL A 2,625 1,613 159.42 26,980
ADOBE SYS INC COM 2,362 -265 (10.08) 33,000
BAIDU INC SPON ADR REP A 2,293 -2,349 (50.6) 12,400
QIHOO 360 TECHNOLOGY CO LTD ADS 2,286 -2,636 (53.56) 26,100
AVAGO TECHNOLOGIES LTD SHS 2,227 -3,801 (63.05) 30,000