MCP
Mirador Capital Partners Portfolio holdings
AUM
$705M
1-Year Est. Return
20.97%
1 Year Est. Return
+20.97%
AUM
$705M
AUM Growth
+$89.9M
(+15%)
Holding
220
Top Buys
| 1 | +$30.6M | |
| 2 | +$22.5M | |
| 3 | +$9.29M | |
| 4 |
Nike
NKE
|
+$4.18M |
| 5 |
Walt Disney
DIS
|
+$3.45M |
Top Sells
| 1 | +$37.8M | |
| 2 | +$18.6M | |
| 3 | +$3.31M | |
| 4 |
Intuitive Surgical
ISRG
|
+$2.07M |
| 5 |
Astera Labs
ALAB
|
+$1.67M |
Sector Composition
| 1 | Technology | 21.48% |
| 2 | Financials | 16.32% |
| 3 | Communication Services | 10.57% |
| 4 | Healthcare | 8.79% |
| 5 | Consumer Discretionary | 6.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Dell
DELL
$87.6B
| $3M | 0.43% |
21,189
+1,827
|
|
||
52
Tesla
TSLA
$1.42T
| $2.98M | 0.42% |
6,709
-283
|
|
||
53
Invesco QQQ Trust
QQQ
$403B
| $2.94M | 0.42% |
4,896
+44
|
|
||
54
Micron Technology
MU
$266B
| $2.93M | 0.42% |
17,503
+298
|
|
||
55
TMC The Metals Company
TMC
$2.63B
| $2.87M | 0.41% |
449,990
+339,174
|
|
||
56
Avidity Biosciences
RNA
$10.8B
| $2.79M | 0.4% |
64,055
+22,666
|
|
||
57
Netflix
NFLX
$459B
| $2.72M | 0.39% |
22,700
+15,900
|
|
||
58
PG&E
PCG
$35B
| $2.48M | 0.35% |
164,173
+5,299
|
|
||
59
Lam Research
LRCX
$195B
| $2.25M | 0.32% |
16,840
-2,079
|
|
||
60
Palantir
PLTR
$398B
| $2.23M | 0.32% |
12,235
-2,229
|
|
||
61
Cardinal Health
CAH
$50.2B
| $2.2M | 0.31% |
13,988
-69
|
|
||
62
Bristol-Myers Squibb
BMY
$100B
| $2.17M | 0.31% |
48,205
-457
|
|
||
63
iShares Bitcoin Trust
IBIT
$65.5B
| $2.16M | 0.31% |
33,193
+7,356
|
|
||
64
Salesforce
CRM
$222B
| $2.09M | 0.3% |
8,815
+178
|
|
||
65
Toast
TOST
$20.4B
| $2.02M | 0.29% |
55,351
+4,964
|
|
||
66
CrowdStrike
CRWD
$126B
| $1.86M | 0.26% |
3,784
+158
|
|
||
|
67
Astera Labs
ALAB
$27.9B
| $1.81M | 0.26% |
9,242
-8,541
|
|
||
68
Cisco
CSCO
$301B
| $1.77M | 0.25% |
25,810
-87
|
|
||
69
VanEck Gold Miners ETF
GDX
$24.5B
| $1.76M | 0.25% |
23,079
+2,641
|
|
||
70
The Communication Services Select Sector SPDR Fund
XLC
$26.1B
| $1.74M | 0.25% |
14,690
-707
|
|
||
71
American Water Works
AWK
$25.5B
| $1.73M | 0.25% |
12,452
+875
|
|
||
72
IBM
IBM
$284B
| $1.69M | 0.24% |
6,006
+1,467
|
|
||
73
HEICO Corp
HEI
$43.9B
| $1.63M | 0.23% |
5,052
+523
|
|
||
74
SPDR Gold Trust
GLD
$142B
| $1.57M | 0.22% |
4,419
+1,382
|
|
||
75
Gilead Sciences
GILD
$155B
| $1.57M | 0.22% |
14,123
-161
|
|