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
$571M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$4.44M
3
+$4.03M
4
GS icon
Goldman Sachs
GS
+$3.31M
5
Z icon
Zillow
Z
+$3.29M

Top Sells

1
+$6.69M
2
+$4.86M
3
+$2.29M
4
STZ icon
Constellation Brands
STZ
+$1.24M
5
V icon
Visa
V
+$914K

Sector Composition

1 Technology 18.19%
2 Financials 17.37%
3 Healthcare 10.45%
4 Communication Services 8.15%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.43M 0.95%
5,740
+204
27
$5.36M 0.94%
17,743
+13,332
28
$5.03M 0.88%
379,895
+12,698
29
$4.88M 0.86%
5,164
+531
30
$4.82M 0.85%
75,989
+3,003
31
$4.78M 0.84%
23,314
-191
32
$4.72M 0.83%
104,285
+98,176
33
$4.66M 0.82%
67,950
+47,995
34
$4.39M 0.77%
8,829
+280
35
$4.19M 0.73%
44,232
-7,282
36
$4.02M 0.7%
5,910
37
$3.98M 0.7%
99,125
+33,489
38
$3.94M 0.69%
47,236
+700
39
$3.92M 0.69%
30,626
+928
40
$3.85M 0.67%
26,348
+860
41
$3.4M 0.6%
120,270
+9,494
42
$3.31M 0.58%
+6,053
43
$3.26M 0.57%
+19,087
44
$3.25M 0.57%
13,911
-29
45
$3.14M 0.55%
30,043
+4,911
46
$2.94M 0.51%
48,166
+812
47
$2.75M 0.48%
72,570
+3,098
48
$2.74M 0.48%
4,907
+130
49
$2.6M 0.46%
15,548
+5,245
50
$2.39M 0.42%
9,114
+340
1
2
3 4 5