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
$571M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$4.44M
3
+$4.03M
4
GS icon
Goldman Sachs
GS
+$3.31M
5
Z icon
Zillow
Z
+$3.29M

Top Sells

1
+$6.69M
2
+$4.86M
3
+$2.29M
4
STZ icon
Constellation Brands
STZ
+$1.24M
5
V icon
Visa
V
+$914K

Sector Composition

1 Technology 18.19%
2 Financials 17.37%
3 Healthcare 10.45%
4 Communication Services 8.15%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.39M 0.42%
+138,920
52
$2.32M 0.41%
127,874
+8,382
53
$2.31M 0.41%
101,779
-1,908
54
$2.22M 0.39%
4,731
+11
55
$2.21M 0.39%
31,187
+2,508
56
$1.96M 0.34%
7,574
+3,307
57
$1.89M 0.33%
3,826
+160
58
$1.86M 0.33%
13,494
+65
59
$1.62M 0.28%
6,992
-185
60
$1.57M 0.27%
19,770
+1,965
61
$1.54M 0.27%
13,704
-19
62
$1.53M 0.27%
24,848
+6,388
63
$1.5M 0.26%
15,544
+416
64
$1.45M 0.25%
43,777
+1,839
65
$1.44M 0.25%
34,227
-2,491
66
$1.4M 0.25%
373,897
+3,109
67
$1.4M 0.24%
19,214
+1,512
68
$1.39M 0.24%
9,469
+18
69
$1.37M 0.24%
15,081
+892
70
$1.36M 0.24%
203,829
+119,300
71
$1.36M 0.24%
4,712
72
$1.35M 0.24%
7,921
+1,942
73
$1.35M 0.24%
12,099
-1,008
74
$1.33M 0.23%
9,015
+461
75
$1.32M 0.23%
3,739
+98
1 2
3
4 5