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
$439M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$4.72M
3
+$2.67M
4
AMD icon
Advanced Micro Devices
AMD
+$2.2M
5
KVUE icon
Kenvue
KVUE
+$2.1M

Top Sells

1
+$5.16M
2
+$4.18M
3
+$2.68M
4
TGT icon
Target
TGT
+$1.92M
5
BAC icon
Bank of America
BAC
+$1.87M

Sector Composition

1 Financials 15.51%
2 Technology 14.13%
3 Healthcare 12.2%
4 Communication Services 7.53%
5 Energy 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.4M 0.55%
20,639
-651
52
$2.18M 0.5%
179,993
+2,452
53
$2.16M 0.49%
14,183
+249
54
$2.13M 0.48%
48,930
+34,720
55
$2.1M 0.48%
+104,425
56
$1.76M 0.4%
70,350
57
$1.65M 0.38%
8,109
-1,572
58
$1.65M 0.37%
10,992
-418
59
$1.65M 0.37%
135,099
+26,714
60
$1.64M 0.37%
55,628
+1,890
61
$1.55M 0.35%
15,449
+1,951
62
$1.5M 0.34%
70,622
-16,391
63
$1.5M 0.34%
13,246
-918
64
$1.43M 0.33%
58,000
65
$1.31M 0.3%
11,166
+688
66
$1.26M 0.29%
396,388
+4,706
67
$1.26M 0.29%
5,029
-14
68
$1.21M 0.28%
15,236
+148
69
$1.21M 0.28%
32,311
+4,668
70
$1.2M 0.27%
306,373
+146,184
71
$1.18M 0.27%
105,369
-10,108
72
$1.13M 0.26%
27,364
-4,480
73
$1.07M 0.24%
+13,158
74
$1.07M 0.24%
9,083
-264
75
$1.06M 0.24%
16,492
+281
1 2
3
4 5