MC

Mirabaud & Cie Portfolio holdings

AUM $315M
1-Year Est. Return 26.24%
This Quarter Est. Return
1 Year Est. Return
+26.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$311M
AUM Growth
-$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$1.03M
3
+$906K
4
NFLX icon
Netflix
NFLX
+$825K
5
TSLA icon
Tesla
TSLA
+$787K

Top Sells

1
+$8.31M
2
+$5.24M
3
+$4.62M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.99M
5
MSFT icon
Microsoft
MSFT
+$3.73M

Sector Composition

1 Technology 41.48%
2 Communication Services 12.47%
3 Financials 8.67%
4 Consumer Discretionary 8.54%
5 Healthcare 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.44M 0.78%
97,582
27
$2.41M 0.77%
58,022
+1,694
28
$2.34M 0.75%
6,490
-320
29
$2.06M 0.66%
18,490
-40
30
$1.71M 0.55%
4,706
+153
31
$1.69M 0.54%
2,400
32
$1.62M 0.52%
7,500
33
$1.5M 0.48%
9,761
-14,745
34
$1.5M 0.48%
15,059
-22,470
35
$1.45M 0.46%
11,670
-5,550
36
$1.28M 0.41%
4,415
37
$1.21M 0.39%
5,287
38
$1.2M 0.39%
6,600
+1,800
39
$1.19M 0.38%
9,545
40
$1.18M 0.38%
5,037
41
$1.11M 0.36%
2,857
-460
42
$906K 0.29%
+5,100
43
$825K 0.26%
+926
44
$793K 0.25%
10,480
-4,024
45
$787K 0.25%
+1,950
46
$775K 0.25%
+9,085
47
$684K 0.22%
+6,000
48
$662K 0.21%
5,000
49
$606K 0.19%
5,015
-1,600
50
$386K 0.12%
4,480
1
2
3