MCP

Mirador Capital Partners Portfolio holdings

AUM $706M
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$705M
AUM Growth
+$89.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1 +$30.6M
2 +$22.5M
3 +$9.69M
4
NKE icon
Nike
NKE
+$4.47M
5
DIS icon
Walt Disney
DIS
+$3.54M

Top Sells

1 +$37.8M
2 +$15.4M
3 +$2.92M
4
ISRG icon
Intuitive Surgical
ISRG
+$2.07M
5
ALAB icon
Astera Labs
ALAB
+$1.4M

Sector Composition

1 Technology 21.41%
2 Financials 16.4%
3 Communication Services 10.57%
4 Healthcare 8.78%
5 Consumer Discretionary 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$6.55M 0.93%
29,037
+563
27
$6.36M 0.9%
5,896
28
$6.24M 0.88%
18,275
-61
29
$5.93M 0.84%
76,978
+2,614
30
$5.79M 0.82%
20,518
+961
31
$5.68M 0.8%
104,758
-738
32
$5.52M 0.78%
69,146
-434
33
$5.45M 0.77%
11,240
+2,253
34
$5.11M 0.72%
250,350
-1,773
35
$4.86M 0.69%
5,247
36
$4.84M 0.69%
6,078
-33
37
$4.68M 0.66%
14,200
-66
38
$4.66M 0.66%
23,502
-240
39
$4.41M 0.63%
112,472
+38,422
40
$4.29M 0.61%
165,921
+7,204
41
$3.9M 0.55%
38,398
+1,749
42
$3.8M 0.54%
27,065
-255
43
$3.72M 0.53%
48,743
+1,043
44
$3.68M 0.52%
32,124
+30,098
45
$3.64M 0.52%
15,131
-354
46
$3.55M 0.5%
12,607
+4,651
47
$3.4M 0.48%
101,348
-252
48
$3.21M 0.46%
238,266
+175,480
49
$3.15M 0.45%
4,723
+90
50
$3.08M 0.44%
30,670
+336