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MC
Mirabaud & Cie Portfolio holdings
AUM
$246M
1-Year Est. Return
27.77%
This Fund
S&P 500
1 Year Est. Return
+27.77%
AUM
$246M
AUM Growth
-$64.5M
(-21%)
Holding
65
Top Buys
| 1 | +$1.11M | |
| 2 | +$897K | |
| 3 | +$774K | |
| 4 |
Palo Alto Networks
PANW
|
+$754K |
| 5 |
McDonald's
MCD
|
+$522K |
Top Sells
| 1 | +$9.34M | |
| 2 | +$5.11M | |
| 3 | +$3.94M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$3.19M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$2.89M |
Sector Composition
| 1 | Technology | 44.11% |
| 2 | Communication Services | 18.92% |
| 3 | Financials | 6.91% |
| 4 | Consumer Discretionary | 5.73% |
| 5 | Healthcare | 4.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$5.04T
| $38.8M | 15.81% |
222,759
-50,902
|
|
||
2
Microsoft
MSFT
$3T
| $29.5M | 12.01% |
79,709
-1,450
|
|
||
3
Apple
AAPL
$4.27T
| $25.9M | 10.53% |
101,986
-7,647
|
|
||
|
4
Alphabet (Google) Class C
GOOG
$4.42T
| $23.5M | 9.55% |
81,831
-1,128
|
|
||
5
iShares 3-7 Year Treasury Bond ETF
IEI
$18.4B
| $22.4M | 9.11% |
188,618
+4,173
|
|
||
6
Amazon
AMZN
$2.63T
| $12.4M | 5.04% |
59,489
-9,891
|
|
||
|
7
Alphabet (Google) Class A
GOOGL
$4.44T
| $9.53M | 3.88% |
33,146
-10,168
|
|
||
8
Meta Platforms (Facebook)
META
$1.48T
| $8.94M | 3.64% |
15,627
-2,709
|
|
||
9
Eli Lilly
LLY
$1.02T
| $6.87M | 2.79% |
7,464
-5,039
|
|
||
10
Visa
V
$618B
| $6.14M | 2.5% |
20,303
-2,398
|
|
||
11
JPMorgan Chase
JPM
$838B
| $5.94M | 2.42% |
20,198
-6,252
|
|
||
12
Exxon Mobil
XOM
$617B
| $4.87M | 1.98% |
28,708
+3,272
|
|
||
13
Micron Technology
MU
$1.06T
| $4.46M | 1.82% |
13,200
|
|
||
14
Broadcom
AVGO
$1.86T
| $3.23M | 1.31% |
10,422
-1,933
|
|
||
15
Procter & Gamble
PG
$346B
| $2.91M | 1.18% |
20,115
-25,961
|
|
||
16
Mastercard
MA
$438B
| $2.89M | 1.18% |
5,783
+594
|
|
||
17
abrdn Physical Gold Shares ETF
SGOL
$7.27B
| $2.59M | 1.05% |
57,964
|
|
||
18
iShares Semiconductor ETF
SOXX
$37.8B
| $2.46M | 1% |
7,500
|
|
||
19
Netflix
NFLX
$343B
| $2.32M | 0.94% |
24,151
-20,628
|
|
||
20
Advanced Micro Devices
AMD
$775B
| $2.06M | 0.84% |
10,118
+4,203
|
|
||
21
Walt Disney
DIS
$172B
| $2.02M | 0.82% |
20,920
+2,620
|
|
||
22
AbbVie
ABBV
$398B
| $1.87M | 0.76% |
8,590
+3,490
|
|
||
|
23
Palo Alto Networks
PANW
$212B
| $1.86M | 0.76% |
11,626
+4,486
|
|
||
24
Cisco
CSCO
$474B
| $1.75M | 0.71% |
22,534
|
|
||
25
Berkshire Hathaway Class B
BRK.B
$1.05T
| $1.68M | 0.68% |
3,505
-1,664
|
|