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
$423M
AUM Growth
+$8.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1 +$18.1M
2 +$3.02M
3 +$2.92M
4
OKE icon
Oneok
OKE
+$2.29M
5
AMZN icon
Amazon
AMZN
+$1.71M

Top Sells

1 +$17.2M
2 +$8.63M
3 +$6.54M
4
CYTK icon
Cytokinetics
CYTK
+$3.2M
5
AAPL icon
Apple
AAPL
+$2.2M

Sector Composition

1 Healthcare 14.42%
2 Technology 13.5%
3 Financials 13.45%
4 Communication Services 6.52%
5 Consumer Discretionary 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$2.27M 0.54%
6,016
-110
52
$2.08M 0.49%
5,427
+3,960
53
$1.8M 0.42%
4,612
54
$1.78M 0.42%
18,059
-269
55
$1.71M 0.4%
9,659
+281
56
$1.6M 0.38%
9,912
+21
57
$1.53M 0.36%
22,543
-129
58
$1.49M 0.35%
9,508
+8,232
59
$1.45M 0.34%
100,508
-9,995
60
$1.43M 0.34%
84,529
+11,318
61
$1.38M 0.33%
130,708
+15,283
62
$1.36M 0.32%
16,420
-180
63
$1.31M 0.31%
4,963
-166
64
$1.27M 0.3%
50,350
+38,000
65
$1.26M 0.3%
431,182
-5,263
66
$1.26M 0.3%
14,687
+75
67
$1.24M 0.29%
61,780
-9,172
68
$1.14M 0.27%
5,264
+98
69
$1.1M 0.26%
12,380
-90
70
$1.1M 0.26%
13,112
71
$1.04M 0.25%
21,849
-110
72
$1.03M 0.24%
6,788
+1
73
$968K 0.23%
26,571
-1,710
74
$961K 0.23%
38,184
+1,881
75
$937K 0.22%
13,804
-546