MCP

Mirador Capital Partners Portfolio holdings

AUM $706M
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$705M
AUM Growth
+$89.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$22.5M
3
+$9.69M
4
NKE icon
Nike
NKE
+$4.47M
5
DIS icon
Walt Disney
DIS
+$3.54M

Top Sells

1
+$37.8M
2
+$15.4M
3
+$2.92M
4
ISRG icon
Intuitive Surgical
ISRG
+$2.07M
5
ALAB icon
Astera Labs
ALAB
+$1.4M

Sector Composition

1 Technology 21.41%
2 Financials 16.4%
3 Communication Services 10.57%
4 Healthcare 8.78%
5 Consumer Discretionary 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3M 0.43%
21,189
+1,827
52
$2.98M 0.42%
6,709
-283
53
$2.94M 0.42%
4,896
+44
54
$2.93M 0.42%
17,503
+298
55
$2.87M 0.41%
449,990
+339,174
56
$2.79M 0.4%
64,055
+22,666
57
$2.72M 0.39%
22,700
+15,900
58
$2.48M 0.35%
164,173
+5,299
59
$2.25M 0.32%
16,840
-2,079
60
$2.23M 0.32%
12,235
-2,229
61
$2.2M 0.31%
13,988
-69
62
$2.17M 0.31%
48,205
-457
63
$2.16M 0.31%
33,193
+7,356
64
$2.09M 0.3%
8,815
+178
65
$2.02M 0.29%
55,351
+4,964
66
$1.86M 0.26%
3,784
+158
67
$1.81M 0.26%
9,242
-8,541
68
$1.77M 0.25%
25,810
-87
69
$1.76M 0.25%
23,079
+2,641
70
$1.74M 0.25%
14,690
-707
71
$1.73M 0.25%
12,452
+875
72
$1.69M 0.24%
6,006
+1,467
73
$1.63M 0.23%
5,052
+523
74
$1.57M 0.22%
4,419
+1,382
75
$1.57M 0.22%
14,123
-161
1 2
3
4 5