MCP
Mirador Capital Partners Portfolio holdings
AUM
$705M
1-Year Est. Return
20.97%
1 Year Est. Return
+20.97%
AUM
$705M
AUM Growth
+$89.9M
(+15%)
Holding
220
Top Buys
| 1 | +$30.6M | |
| 2 | +$22.5M | |
| 3 | +$9.29M | |
| 4 |
Nike
NKE
|
+$4.18M |
| 5 |
Walt Disney
DIS
|
+$3.45M |
Top Sells
| 1 | +$37.8M | |
| 2 | +$18.6M | |
| 3 | +$3.31M | |
| 4 |
Intuitive Surgical
ISRG
|
+$2.07M |
| 5 |
Astera Labs
ALAB
|
+$1.67M |
Sector Composition
| 1 | Technology | 21.48% |
| 2 | Financials | 16.32% |
| 3 | Communication Services | 10.57% |
| 4 | Healthcare | 8.79% |
| 5 | Consumer Discretionary | 6.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Snowflake
SNOW
$85.5B
| $6.55M | 0.93% |
29,037
+563
|
|
||
27
KLA
KLAC
$153B
| $6.36M | 0.9% |
5,896
|
|
||
28
Visa
V
$642B
| $6.24M | 0.88% |
18,275
-61
|
|
||
29
Zillow
Z
$18B
| $5.93M | 0.84% |
76,978
+2,614
|
|
||
30
Chubb
CB
$116B
| $5.79M | 0.82% |
20,518
+961
|
|
||
31
Vanguard FTSE Emerging Markets ETF
VWO
$104B
| $5.68M | 0.8% |
104,758
-738
|
|
||
32
Vanguard FTSE Europe ETF
VGK
$28.2B
| $5.52M | 0.78% |
69,146
-434
|
|
||
33
Thermo Fisher Scientific
TMO
$220B
| $5.45M | 0.77% |
11,240
+2,253
|
|
||
34
Ares Capital
ARCC
$14.8B
| $5.11M | 0.72% |
250,350
-1,773
|
|
||
35
Costco
COST
$406B
| $4.86M | 0.69% |
5,247
|
|
||
36
Goldman Sachs
GS
$244B
| $4.84M | 0.69% |
6,078
-33
|
|
||
37
Broadcom
AVGO
$1.85T
| $4.68M | 0.66% |
14,200
-66
|
|
||
38
Danaher
DHR
$159B
| $4.66M | 0.66% |
23,502
-240
|
|
||
39
Freeport-McMoran
FCX
$62.1B
| $4.41M | 0.63% |
112,472
+38,422
|
|
||
40
Celldex Therapeutics
CLDX
$1.71B
| $4.29M | 0.61% |
165,921
+7,204
|
|
||
41
Citigroup
C
$185B
| $3.9M | 0.55% |
38,398
+1,749
|
|
||
42
PepsiCo
PEP
$204B
| $3.8M | 0.54% |
27,065
-255
|
|
||
43
Champion Homes
SKY
$4.84B
| $3.72M | 0.53% |
48,743
+1,043
|
|
||
|
44
Walt Disney
DIS
$190B
| $3.68M | 0.52% |
32,124
+30,098
|
|
||
45
Workday
WDAY
$56.6B
| $3.64M | 0.52% |
15,131
-354
|
|
||
46
Oracle
ORCL
$574B
| $3.55M | 0.5% |
12,607
+4,651
|
|
||
47
Intel
INTC
$190B
| $3.4M | 0.48% |
101,348
-252
|
|
||
48
Kimbell Royalty Partners
KRP
$1.18B
| $3.21M | 0.46% |
238,266
+175,480
|
|
||
49
SPDR S&P 500 ETF Trust
SPY
$699B
| $3.15M | 0.45% |
4,723
+90
|
|
||
50
Loews
L
$22.2B
| $3.08M | 0.44% |
30,670
+336
|
|