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
$424M
AUM Growth
-$70.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$3.77M
3
+$1.64M
4
SNOW icon
Snowflake
SNOW
+$1.62M
5
PHLT
Performant Healthcare Inc
PHLT
+$900K

Top Sells

1
+$5.99M
2
+$4.63M
3
+$2.94M
4
WW
WW International
WW
+$2.38M
5
SAP icon
SAP
SAP
+$1.9M

Sector Composition

1 Technology 15.15%
2 Healthcare 14.41%
3 Financials 13.38%
4 Communication Services 8.03%
5 Consumer Discretionary 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.2M 0.99%
35,687
-38
27
$4.17M 0.98%
248,885
+5,760
28
$3.96M 0.94%
102,363
-3,857
29
$3.79M 0.89%
46,215
+225
30
$3.74M 0.88%
78,946
+12,844
31
$3.63M 0.86%
5,963
+21
32
$3.63M 0.86%
96,967
+680
33
$3.44M 0.81%
191,907
+4,030
34
$3.4M 0.8%
380,989
+3,546
35
$3.39M 0.8%
59,463
+7,772
36
$3.31M 0.78%
98,474
+11,120
37
$3.3M 0.78%
42,895
+639
38
$3.21M 0.76%
153,299
-43,122
39
$3.1M 0.73%
99,698
+23,907
40
$3.1M 0.73%
18,798
+395
41
$3.1M 0.73%
142,369
+27,309
42
$3.03M 0.72%
32,101
+4,365
43
$2.87M 0.68%
106,368
+16,320
44
$2.35M 0.55%
10,106
+119
45
$2.24M 0.53%
70,656
+542
46
$2.18M 0.51%
21,320
-252
47
$2.17M 0.51%
25,664
-83
48
$2.07M 0.49%
70,749
-43,916
49
$2.03M 0.48%
86,525
+916
50
$1.96M 0.46%
9,911
+1,875
1
2
3 4 5