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
$390M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$3.99M
3
+$2.98M
4
WW
WW International
WW
+$2.51M
5
PFPT
Proofpoint, Inc.
PFPT
+$2.15M

Top Sells

1
+$9.01M
2
+$3.98M
3
+$3.12M
4
WMT icon
Walmart
WMT
+$2.42M
5
OSUR icon
OraSure Technologies
OSUR
+$2.25M

Sector Composition

1 Technology 21.16%
2 Healthcare 12.26%
3 Financials 12.26%
4 Consumer Discretionary 9.96%
5 Communication Services 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.51M 0.64%
77,113
-7,556
52
$2.42M 0.62%
157,921
+109,119
53
$2.4M 0.62%
44,010
+4,807
54
$2.4M 0.61%
37,051
+1,388
55
$2.33M 0.6%
36,935
+1,858
56
$2.03M 0.52%
50,002
+2,419
57
$2.02M 0.52%
6,126
58
$1.96M 0.5%
22,976
+1,335
59
$1.96M 0.5%
15,918
+1,016
60
$1.95M 0.5%
7,643
+6,490
61
$1.82M 0.47%
846,277
+139,982
62
$1.75M 0.45%
167,047
+60,530
63
$1.68M 0.43%
6,773
-224
64
$1.62M 0.42%
6,190
+481
65
$1.62M 0.41%
+57,917
66
$1.58M 0.4%
86,051
+14,839
67
$1.56M 0.4%
75,676
+48,927
68
$1.52M 0.39%
9,250
+951
69
$1.51M 0.39%
19,331
+1,715
70
$1.5M 0.38%
16,080
-7,474
71
$1.47M 0.38%
+92,240
72
$1.46M 0.38%
18,154
+3,571
73
$1.46M 0.37%
56,817
+16,768
74
$1.44M 0.37%
6,453
+711
75
$1.38M 0.35%
10,427
+2,665
1 2
3
4 5