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
$390M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$3.99M
3
+$2.98M
4
WW
WW International
WW
+$2.51M
5
PFPT
Proofpoint, Inc.
PFPT
+$2.15M

Top Sells

1
+$9.01M
2
+$3.98M
3
+$3.12M
4
WMT icon
Walmart
WMT
+$2.42M
5
OSUR icon
OraSure Technologies
OSUR
+$2.25M

Sector Composition

1 Technology 21.16%
2 Healthcare 12.26%
3 Financials 12.26%
4 Consumer Discretionary 9.96%
5 Communication Services 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.58M 1.18%
68,339
+3,544
27
$4.57M 1.17%
21,561
+1,654
28
$4.33M 1.11%
39,975
+2,676
29
$4.26M 1.09%
487,001
-45,941
30
$4.23M 1.09%
22,918
+2,055
31
$4.19M 1.08%
72,114
+4,634
32
$4.13M 1.06%
20,691
+2,121
33
$4.11M 1.05%
73,585
+4,779
34
$4.11M 1.05%
19,383
+2,631
35
$4.07M 1.05%
5,403
+377
36
$3.72M 0.95%
9,986
+530
37
$3.47M 0.89%
149,084
-3,311
38
$3.4M 0.87%
148,885
+5,137
39
$3.36M 0.86%
58,510
+7,335
40
$3.33M 0.86%
101,228
+16,221
41
$3.3M 0.85%
128,775
+764
42
$3.27M 0.84%
128,411
+790
43
$2.98M 0.76%
+15,930
44
$2.94M 0.75%
157,113
+7,156
45
$2.94M 0.75%
176,486
+34,021
46
$2.79M 0.72%
14,110
+1,042
47
$2.79M 0.72%
7,283
-130
48
$2.57M 0.66%
14,186
-191
49
$2.56M 0.66%
78,868
+20,677
50
$2.51M 0.65%
+80,375
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2
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