MCP
Mirador Capital Partners Portfolio holdings
AUM
$705M
1-Year Est. Return
20.95%
1 Year Est. Return
+20.95%
AUM
$615M
AUM Growth
+$44.8M
(+7.8%)
Holding
213
Top Buys
| 1 | +$11.1M | |
| 2 | +$5.39M | |
| 3 | +$3.61M | |
| 4 |
Loews
L
|
+$2.78M |
| 5 |
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
|
+$2.55M |
Top Sells
| 1 | +$16.5M | |
| 2 | +$6.22M | |
| 3 | +$3.94M | |
| 4 |
iShares Biotechnology ETF
IBB
|
+$3.92M |
| 5 |
Boeing
BA
|
+$3.26M |
Sector Composition
| 1 | Technology | 21.95% |
| 2 | Financials | 17.89% |
| 3 | Healthcare | 9.65% |
| 4 | Communication Services | 9.11% |
| 5 | Energy | 5.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Chubb
CB
$107B
| $5.67M | 0.92% |
19,557
+1,814
|
|
||
27
Ares Capital
ARCC
$13.8B
| $5.54M | 0.9% |
252,123
+5,095
|
|
||
28
Vanguard FTSE Europe ETF
VGK
$27.6B
| $5.39M | 0.88% |
+69,580
|
|
||
29
KLA
KLAC
$145B
| $5.28M | 0.86% |
5,896
-14
|
|
||
30
Vanguard FTSE Emerging Markets ETF
VWO
$102B
| $5.22M | 0.85% |
105,496
+1,211
|
|
||
31
Zillow
Z
$17.9B
| $5.21M | 0.85% |
74,364
+6,414
|
|
||
32
Costco
COST
$410B
| $5.19M | 0.84% |
5,247
+83
|
|
||
33
Cytokinetics
CYTK
$7.05B
| $4.77M | 0.77% |
144,347
+45,222
|
|
||
34
Danaher
DHR
$151B
| $4.69M | 0.76% |
23,742
+428
|
|
||
35
FormFactor
FORM
$3.23B
| $4.39M | 0.71% |
127,610
+7,340
|
|
||
36
Goldman Sachs
GS
$234B
| $4.33M | 0.7% |
6,111
+58
|
|
||
37
Broadcom
AVGO
$1.67T
| $3.93M | 0.64% |
14,266
-1,282
|
|
||
38
Workday
WDAY
$60.8B
| $3.72M | 0.6% |
15,485
+1,574
|
|
||
39
Thermo Fisher Scientific
TMO
$203B
| $3.64M | 0.59% |
8,987
+158
|
|
||
40
PepsiCo
PEP
$209B
| $3.61M | 0.59% |
+27,320
|
|
||
41
Celldex Therapeutics
CLDX
$1.76B
| $3.23M | 0.52% |
158,717
+30,843
|
|
||
42
Freeport-McMoran
FCX
$59.9B
| $3.21M | 0.52% |
74,050
+1,480
|
|
||
43
Citigroup
C
$172B
| $3.12M | 0.51% |
36,649
+5,462
|
|
||
44
Champion Homes
SKY
$4B
| $2.99M | 0.49% |
47,700
+3,468
|
|
||
45
SPDR S&P 500 ETF Trust
SPY
$656B
| $2.86M | 0.47% |
4,633
-274
|
|
||
|
46
Loews
L
$20.4B
| $2.78M | 0.45% |
+30,334
|
|
||
47
Invesco QQQ Trust
QQQ
$381B
| $2.68M | 0.43% |
4,852
+121
|
|
||
48
Dell
DELL
$101B
| $2.37M | 0.39% |
19,362
+4,281
|
|
||
49
Cardinal Health
CAH
$36.4B
| $2.36M | 0.38% |
14,057
+563
|
|
||
50
Salesforce
CRM
$234B
| $2.36M | 0.38% |
8,637
+4,647
|
|