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
$422M
AUM Growth
-$796K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$7.5M
2
+$3.61M
3
+$3.56M
4
META icon
Meta Platforms (Facebook)
META
+$2.73M
5
BAC icon
Bank of America
BAC
+$2.39M

Top Sells

1
+$11.3M
2
+$4.24M
3
+$2.54M
4
WYNN icon
Wynn Resorts
WYNN
+$2.26M
5
NKE icon
Nike
NKE
+$2.23M

Sector Composition

1 Technology 14.57%
2 Healthcare 13.66%
3 Financials 13.61%
4 Communication Services 8.06%
5 Consumer Discretionary 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.5M 1.07%
44,427
-2,119
27
$4.35M 1.03%
136,495
+8,752
28
$4.32M 1.02%
33,467
-2,089
29
$4.29M 1.02%
244,959
-8,656
30
$4.26M 1.01%
38,022
-20,159
31
$4.17M 0.99%
217,883
-70,304
32
$3.83M 0.91%
18,059
+12,863
33
$3.79M 0.9%
207,500
+1,975
34
$3.68M 0.87%
5,498
-375
35
$3.63M 0.86%
100,889
-4,669
36
$3.61M 0.86%
+239,199
37
$3.61M 0.85%
23,277
+13,618
38
$3.3M 0.78%
100,904
+1,375
39
$3.26M 0.77%
16,321
-1,991
40
$2.94M 0.7%
66,211
-3,972
41
$2.87M 0.68%
41,419
-1,532
42
$2.87M 0.68%
13,874
-684
43
$2.72M 0.65%
178,247
-11,346
44
$2.7M 0.64%
65,880
-4,211
45
$2.65M 0.63%
32,029
-2,459
46
$2.62M 0.62%
9,452
-638
47
$2.36M 0.56%
5,910
-106
48
$2.25M 0.53%
13,763
+4,255
49
$2.17M 0.51%
23,553
-1,625
50
$2.13M 0.5%
4,287
+3,776
1
2
3 4 5