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
$295M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.14M
3
+$2.05M
4
ADBE icon
Adobe
ADBE
+$1.59M
5
PANW icon
Palo Alto Networks
PANW
+$814K

Top Sells

1
+$3.42M
2
+$3.05M
3
+$1.34M
4
XOM icon
Exxon Mobil
XOM
+$1.13M
5
NFLX icon
Netflix
NFLX
+$1.04M

Sector Composition

1 Technology 35.13%
2 Consumer Discretionary 9.89%
3 Communication Services 9.4%
4 Healthcare 6.9%
5 Financials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$357K 0.12%
5,272
-158
52
$294K 0.1%
1,815
53
$288K 0.1%
708
54
$286K 0.1%
3,140
-2,580
55
$242K 0.08%
1,060
-56
56
$242K 0.08%
5,820
-2,800
57
$217K 0.07%
1,968
-103
58
$203K 0.07%
+2,090
59
$201K 0.07%
1,888
-420
60
$173K 0.06%
23,244
+5,100
61
– –
-1,324
1 2
3