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
$315M
AUM Growth
+$416K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1 +$1.93M
2 +$857K
3 +$804K
4
LLY icon
Eli Lilly
LLY
+$267K
5
NKE icon
Nike
NKE
+$209K

Top Sells

1 +$14.3M
2 +$2.43M
3 +$2.43M
4
CSCO icon
Cisco
CSCO
+$1.83M
5
SYK icon
Stryker
SYK
+$1.41M

Sector Composition

1 Technology 42.47%
2 Communication Services 16.68%
3 Financials 10.62%
4 Consumer Discretionary 5.46%
5 Healthcare 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ALB icon
51
Albemarle
ALB
$10.7B
$363K 0.12%
4,480
IONQ icon
52
IonQ
IONQ
$19.3B
$329K 0.1%
5,350
MCD icon
53
McDonald's
MCD
$221B
$318K 0.1%
1,045
EMR icon
54
Emerson Electric
EMR
$73.2B
$240K 0.08%
1,830
-500
XLE icon
55
Energy Select Sector SPDR Fund
XLE
$26.4B
$205K 0.07%
2,300
-840
UBER icon
56
Uber
UBER
$192B
$202K 0.06%
+2,066
WBD icon
57
Warner Bros
WBD
$50.8B
-30,000
PFE icon
58
Pfizer
PFE
$141B
-11,330
GS icon
59
Goldman Sachs
GS
$230B
-3,430
FXI icon
60
iShares China Large-Cap ETF
FXI
$6.79B
0
BMY icon
61
Bristol-Myers Squibb
BMY
$90.4B
-5,820
ADI icon
62
Analog Devices
ADI
$118B
-991
ADBE icon
63
Adobe
ADBE
$148B
-1,370