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
$439M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$4.72M
3
+$2.67M
4
AMD icon
Advanced Micro Devices
AMD
+$2.2M
5
KVUE icon
Kenvue
KVUE
+$2.1M

Top Sells

1
+$5.16M
2
+$4.18M
3
+$2.68M
4
TGT icon
Target
TGT
+$1.92M
5
BAC icon
Bank of America
BAC
+$1.87M

Sector Composition

1 Financials 15.51%
2 Technology 14.13%
3 Healthcare 12.2%
4 Communication Services 7.53%
5 Energy 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.9M 0.89%
188,890
-11,493
27
$3.9M 0.89%
61,151
+1,393
28
$3.89M 0.89%
72,439
+4,197
29
$3.78M 0.86%
1,674,051
+152,527
30
$3.75M 0.85%
40,598
+3,882
31
$3.61M 0.82%
101,489
+227
32
$3.54M 0.81%
5,480
+26
33
$3.27M 0.74%
9,475
+38
34
$3.22M 0.73%
132,944
-66,432
35
$3.15M 0.72%
64,727
+2,636
36
$3.14M 0.71%
20,159
-2,859
37
$2.97M 0.68%
107,818
+3,103
38
$2.83M 0.64%
260,758
+7,737
39
$2.71M 0.62%
5,910
40
$2.7M 0.62%
26,293
+21,383
41
$2.69M 0.61%
12,506
-1,202
42
$2.68M 0.61%
34,237
+1,101
43
$2.67M 0.61%
+8,255
44
$2.54M 0.58%
76,563
+493
45
$2.47M 0.56%
67,203
+1,161
46
$2.47M 0.56%
42,489
+990
47
$2.46M 0.56%
65,968
+517
48
$2.46M 0.56%
16,459
+279
49
$2.41M 0.55%
23,702
+234
50
$2.41M 0.55%
4,264
-17
1
2
3 4 5