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
$472M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$19.9M
3
+$4.87M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.79M
5
CVX icon
Chevron
CVX
+$1.77M

Top Sells

1
+$34.5M
2
+$6.81M
3
+$3.04M
4
WBD icon
Warner Bros
WBD
+$2.83M
5
AXP icon
American Express
AXP
+$2.81M

Sector Composition

1 Technology 16.49%
2 Financials 15.4%
3 Healthcare 11.98%
4 Communication Services 7.41%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.43M 0.94%
5,458
-22
27
$4.33M 0.92%
216,002
+6,176
28
$4.28M 0.91%
107,910
+92
29
$4.09M 0.87%
44,881
+4,283
30
$4.09M 0.87%
48,952
-6,676
31
$3.91M 0.83%
77,488
+5,049
32
$3.84M 0.81%
66,128
+1,401
33
$3.8M 0.8%
27,973
-4,649
34
$3.75M 0.79%
25,465
-828
35
$3.64M 0.77%
174,499
-14,391
36
$3.44M 0.73%
5,910
37
$3.4M 0.72%
279,513
+99,520
38
$3.23M 0.68%
11,690
-816
39
$3.22M 0.68%
35,221
+984
40
$3.21M 0.68%
71,787
+4,584
41
$3.08M 0.65%
19,675
-484
42
$3.05M 0.65%
9,867
+392
43
$2.89M 0.61%
4,383
+119
44
$2.76M 0.59%
64,938
-1,030
45
$2.63M 0.56%
128,649
+87,396
46
$2.59M 0.55%
146,933
+13,989
47
$2.51M 0.53%
14,032
-151
48
$2.49M 0.53%
47,900
-131,032
49
$2.35M 0.5%
81,647
+5,084
50
$2.31M 0.49%
19,437
-1,202
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