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
$424M
AUM Growth
-$70.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$3.77M
3
+$1.64M
4
SNOW icon
Snowflake
SNOW
+$1.62M
5
PHLT
Performant Healthcare Inc
PHLT
+$900K

Top Sells

1
+$5.99M
2
+$4.63M
3
+$2.94M
4
WW
WW International
WW
+$2.38M
5
SAP icon
SAP
SAP
+$1.9M

Sector Composition

1 Technology 15.15%
2 Healthcare 14.41%
3 Financials 13.38%
4 Communication Services 8.03%
5 Consumer Discretionary 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.96M 0.46%
6,126
52
$1.84M 0.44%
39,265
+11,601
53
$1.83M 0.43%
23,636
-310
54
$1.83M 0.43%
8,145
+51
55
$1.82M 0.43%
31,804
+2,449
56
$1.79M 0.42%
72,428
+1,586
57
$1.77M 0.42%
4,587
58
$1.67M 0.39%
11,973
+961
59
$1.65M 0.39%
9,299
+814
60
$1.62M 0.38%
+11,671
61
$1.57M 0.37%
85,286
+1,216
62
$1.4M 0.33%
18,367
-3,839
63
$1.33M 0.31%
40,475
-30,968
64
$1.3M 0.31%
63,640
-226,571
65
$1.29M 0.31%
16,500
-296
66
$1.25M 0.29%
36,339
+5,380
67
$1.24M 0.29%
12,303
-205
68
$1.19M 0.28%
13,064
-581
69
$1.17M 0.28%
105,068
-8,393
70
$1.11M 0.26%
8,779
-169
71
$1.06M 0.25%
15,161
-263
72
$1.05M 0.25%
398,804
-6,990
73
$1.04M 0.25%
5,003
+154
74
$1.03M 0.24%
5,258
+716
75
$1.02M 0.24%
13,112
-60
1 2
3
4 5