MCP

Mirador Capital Partners Portfolio holdings

AUM $705M
1-Year Est. Return 20.97%
This Quarter Est. Return
1 Year Est. Return
+20.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$90.2M
AUM Growth
+$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$4.94M
3
+$3.05M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.88M
5
JPM icon
JPMorgan Chase
JPM
+$2.7M

Top Sells

1
+$4.49M

Sector Composition

1 Financials 22.63%
2 Communication Services 14.35%
3 Technology 14.32%
4 Healthcare 12.54%
5 Consumer Staples 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 1.43%
+26,681
27
$1.29M 1.43%
+20,194
28
$1.22M 1.35%
+31,670
29
$1.2M 1.33%
+24,713
30
$1.2M 1.33%
+14,241
31
$1.19M 1.32%
+3,493
32
$1.17M 1.29%
+19,002
33
$1.17M 1.29%
+43,027
34
$1.16M 1.29%
+28,999
35
$1.16M 1.29%
+18,665
36
$1.14M 1.27%
+40,619
37
$1.11M 1.23%
+17,999
38
$1.1M 1.22%
+24,741
39
$1.07M 1.19%
+11,812
40
$1.06M 1.17%
+37,188
41
$994K 1.1%
+28,993
42
$945K 1.05%
+17,475
43
$920K 1.02%
+87,848
44
$878K 0.97%
+19,914
45
$855K 0.95%
+9,528
46
$759K 0.84%
+19,655
47
$731K 0.81%
+12,795
48
$652K 0.72%
+5,890
49
$573K 0.64%
+16,580
50
$545K 0.6%
+3,576
1
2
3 4