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
$90.2M
AUM Growth
+$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$4.94M
3
+$3.05M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.88M
5
JPM icon
JPMorgan Chase
JPM
+$2.7M

Top Sells

1
+$4.49M

Sector Composition

1 Financials 22.63%
2 Communication Services 14.35%
3 Technology 14.32%
4 Healthcare 12.54%
5 Consumer Staples 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$543K 0.6%
+6,604
52
$500K 0.55%
+5,354
53
$485K 0.54%
+29,261
54
$481K 0.53%
+6,678
55
$475K 0.53%
+5,687
56
$451K 0.5%
+7,550
57
$442K 0.49%
+13,789
58
$411K 0.46%
+22,993
59
$404K 0.45%
+1,463
60
$387K 0.43%
+4,696
61
$386K 0.43%
+3,567
62
$379K 0.42%
+3,644
63
$372K 0.41%
+12,540
64
$367K 0.41%
+5,002
65
$367K 0.41%
+4,455
66
$341K 0.38%
+25,246
67
$329K 0.36%
+3,310
68
$320K 0.35%
+3,264
69
$307K 0.34%
+10,258
70
$305K 0.34%
+3,531
71
$272K 0.3%
+6,413
72
$270K 0.3%
+5,289
73
$267K 0.3%
+29,955
74
$266K 0.29%
+4,001
75
$264K 0.29%
+3,048
1 2
3
4