MCP
Mirador Capital Partners Portfolio holdings
AUM
$705M
1-Year Est. Return
20.95%
1 Year Est. Return
+20.95%
AUM
$615M
AUM Growth
+$44.8M
(+7.8%)
Holding
213
Top Buys
| 1 | +$11.1M | |
| 2 | +$5.39M | |
| 3 | +$3.61M | |
| 4 |
Loews
L
|
+$2.78M |
| 5 |
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
|
+$2.55M |
Top Sells
| 1 | +$16.5M | |
| 2 | +$6.22M | |
| 3 | +$3.94M | |
| 4 |
iShares Biotechnology ETF
IBB
|
+$3.92M |
| 5 |
Boeing
BA
|
+$3.26M |
Sector Composition
| 1 | Technology | 21.95% |
| 2 | Financials | 17.89% |
| 3 | Healthcare | 9.65% |
| 4 | Communication Services | 9.11% |
| 5 | Energy | 5.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Intel
INTC
$175B
| $2.28M | 0.37% |
101,600
-179
|
|
||
52
Bristol-Myers Squibb
BMY
$88.3B
| $2.25M | 0.37% |
48,662
+496
|
|
||
53
Toast
TOST
$21.8B
| $2.23M | 0.36% |
50,387
+6,610
|
|
||
54
Tesla
TSLA
$1.43T
| $2.22M | 0.36% |
6,992
-582
|
|
||
55
PG&E
PCG
$36.3B
| $2.21M | 0.36% |
158,874
+19,954
|
|
||
56
Micron Technology
MU
$227B
| $2.12M | 0.34% |
17,205
+3,070
|
|
||
57
LifeMD
LFMD
$305M
| $2.11M | 0.34% |
154,965
+39,623
|
|
||
58
Intuitive Surgical
ISRG
$156B
| $2.07M | 0.34% |
3,815
-11
|
|
||
59
Veeva Systems
VEEV
$48B
| $1.98M | 0.32% |
6,870
-122
|
|
||
60
Palantir
PLTR
$423B
| $1.97M | 0.32% |
14,464
+496
|
|
||
61
CrowdStrike
CRWD
$121B
| $1.85M | 0.3% |
3,626
-113
|
|
||
62
Lam Research
LRCX
$180B
| $1.84M | 0.3% |
18,919
-295
|
|
||
63
Cisco
CSCO
$273B
| $1.8M | 0.29% |
25,897
+1,049
|
|
||
64
Oracle
ORCL
$892B
| $1.74M | 0.28% |
7,956
+198
|
|
||
65
The Communication Services Select Sector SPDR Fund
XLC
$27.3B
| $1.67M | 0.27% |
15,397
-147
|
|
||
66
American Water Works
AWK
$27.9B
| $1.61M | 0.26% |
11,577
+2,562
|
|
||
67
Astera Labs
ALAB
$27.2B
| $1.61M | 0.26% |
+17,783
|
|
||
68
Intuit
INTU
$180B
| $1.59M | 0.26% |
2,022
|
|
||
69
Gilead Sciences
GILD
$146B
| $1.58M | 0.26% |
14,284
+580
|
|
||
70
iShares Bitcoin Trust
IBIT
$82.8B
| $1.58M | 0.26% |
25,837
+263
|
|
||
71
3M
MMM
$80.6B
| $1.51M | 0.25% |
9,912
+443
|
|
||
72
HEICO Corp
HEI
$42.8B
| $1.49M | 0.24% |
+4,529
|
|
||
73
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.12B
| $1.47M | 0.24% |
32,551
-1,676
|
|
||
74
TriNet
TNET
$2.94B
| $1.42M | 0.23% |
19,397
-373
|
|
||
75
Fair Isaac
FICO
$38.9B
| $1.4M | 0.23% |
+764
|
|