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
$423M
AUM Growth
+$8.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1 +$18.1M
2 +$3.02M
3 +$2.92M
4
OKE icon
Oneok
OKE
+$2.29M
5
AMZN icon
Amazon
AMZN
+$1.71M

Top Sells

1 +$17.2M
2 +$8.63M
3 +$6.54M
4
CYTK icon
Cytokinetics
CYTK
+$3.2M
5
AAPL icon
Apple
AAPL
+$2.2M

Sector Composition

1 Healthcare 14.42%
2 Technology 13.5%
3 Financials 13.45%
4 Communication Services 6.52%
5 Consumer Discretionary 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$4.67M 1.1%
35,556
-414
27
$4.59M 1.08%
253,615
+2,130
28
$4.24M 1%
191,587
+36,676
29
$4.16M 0.98%
5,873
-97
30
$4.05M 0.96%
78,660
-222
31
$3.8M 0.9%
205,525
-5,190
32
$3.46M 0.82%
104,322
+4,956
33
$3.17M 0.75%
80,470
-7,344
34
$3.09M 0.73%
42,951
-356
35
$3.07M 0.73%
10,090
-111
36
$3.04M 0.72%
189,593
-2,688
37
$3.02M 0.71%
34,488
+701
38
$2.84M 0.67%
127,743
+19,978
39
$2.69M 0.64%
58,732
-69,753
40
$2.69M 0.64%
30,972
-1,242
41
$2.66M 0.63%
144,726
-6,612
42
$2.66M 0.63%
70,091
-739
43
$2.63M 0.62%
99,529
+1,152
44
$2.44M 0.58%
14,558
-83
45
$2.43M 0.57%
18,312
-924
46
$2.38M 0.56%
20,337
-1,192
47
$2.35M 0.56%
70,183
-420
48
$2.29M 0.54%
+34,838
49
$2.28M 0.54%
25,178
-776
50
$2.28M 0.54%
19,608
-283