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
$268M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$6.73M
2
+$3.83M
3
+$3.4M
4
WORK
Slack Technologies, Inc.
WORK
+$2.64M
5
KO icon
Coca-Cola
KO
+$1.72M

Top Sells

1
+$6.14M
2
+$4.15M
3
+$1.77M
4
LAZ icon
Lazard
LAZ
+$667K
5
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$437K

Sector Composition

1 Technology 19.52%
2 Healthcare 12.43%
3 Financials 9.71%
4 Communication Services 9.69%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.61M 0.6%
18,420
+292
52
$1.38M 0.52%
7,360
+1,610
53
$1.33M 0.5%
72,433
+1,804
54
$1.33M 0.5%
5,669
-482
55
$1.24M 0.46%
+10,329
56
$1.22M 0.46%
6,274
-21
57
$1.15M 0.43%
4,038
-250
58
$1.15M 0.43%
12,851
+557
59
$1.13M 0.42%
27,154
+2,865
60
$1.12M 0.42%
117,493
+54,768
61
$1.12M 0.42%
10,162
+268
62
$1.11M 0.42%
10,043
+122
63
$1.11M 0.41%
5,835
+6
64
$1.07M 0.4%
7,643
+215
65
$1.07M 0.4%
4,967
+363
66
$1.05M 0.39%
+20,556
67
$1.04M 0.39%
17,089
-682
68
$1.03M 0.39%
9,295
+6,753
69
$1.01M 0.38%
8,448
+92
70
$965K 0.36%
10,818
+266
71
$958K 0.36%
55,536
-7,905
72
$865K 0.32%
38,770
-186,016
73
$854K 0.32%
34,561
+696
74
$843K 0.32%
55,549
+2,860
75
$838K 0.31%
29,278
+175
1 2
3
4 5