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
$99.7M
AUM Growth
+$9.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$2.96M
2 +$2.79M
3 +$2.31M
4
UAA icon
Under Armour
UAA
+$1.11M
5
IYT icon
iShares US Transportation ETF
IYT
+$1.01M

Top Sells

1 +$1.22M
2 +$1.2M
3 +$1.17M
4
MDLZ icon
Mondelez International
MDLZ
+$1.16M
5
URI icon
United Rentals
URI
+$1.16M

Sector Composition

1 Financials 22.48%
2 Technology 14.09%
3 Communication Services 13.69%
4 Healthcare 12.4%
5 Consumer Discretionary 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.48M 1.48%
40,007
+23,427
27
$1.33M 1.34%
20,111
-780
28
$1.32M 1.33%
39,531
-1,088
29
$1.32M 1.33%
27,837
+1,156
30
$1.27M 1.27%
3,446
-47
31
$1.22M 1.23%
14,350
-400
32
$1.19M 1.19%
35,569
+15,655
33
$1.17M 1.18%
38,154
+966
34
$1.16M 1.17%
14,602
+361
35
$1.15M 1.16%
18,054
-948
36
$1.13M 1.13%
16,862
-1,137
37
$1.11M 1.12%
+28,656
38
$1.09M 1.09%
24,200
-541
39
$1.05M 1.05%
19,434
+1,959
40
$1.02M 1.03%
30,172
+1,179
41
$1.02M 1.03%
12,997
+9,615
42
$1.02M 1.02%
18,671
-1,523
43
$1.01M 1.01%
+29,204
44
$999K 1%
10,803
-1,009
45
$854K 0.86%
12,827
+32
46
$833K 0.84%
26,670
+16,412
47
$831K 0.83%
9,425
-103
48
$778K 0.78%
+8,180
49
$725K 0.73%
10,520
-10,728
50
$718K 0.72%
19,640
-15