MCP

Mirador Capital Partners Portfolio holdings

AUM $730M
1-Year Est. Return 22.77%
This Quarter Est. Return
1 Year Est. Return
+22.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$730M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$7.79M
3
+$6.84M
4
ICE icon
Intercontinental Exchange
ICE
+$5.58M
5
NFLX icon
Netflix
NFLX
+$3.85M

Top Sells

1
+$17.3M
2
+$9.29M
3
+$6.14M
4
PEP icon
PepsiCo
PEP
+$3.8M
5
DIS icon
Walt Disney
DIS
+$3.44M

Sector Composition

1 Technology 20.39%
2 Financials 16.59%
3 Communication Services 11.52%
4 Healthcare 11.26%
5 Consumer Discretionary 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MMM icon
76
3M
MMM
$90.9B
$1.6M 0.22%
9,978
+111
IBIT icon
77
iShares Bitcoin Trust
IBIT
$74.1B
$1.59M 0.22%
32,003
-1,190
JNJ icon
78
Johnson & Johnson
JNJ
$529B
$1.42M 0.2%
6,879
+833
FICO icon
79
Fair Isaac
FICO
$37.5B
$1.41M 0.19%
835
+5
INTU icon
80
Intuit
INTU
$154B
$1.34M 0.18%
2,023
+1
QCOM icon
81
Qualcomm
QCOM
$173B
$1.34M 0.18%
7,811
+25
IAU icon
82
iShares Gold Trust
IAU
$72.8B
$1.28M 0.18%
15,790
+727
ABT icon
83
Abbott
ABT
$215B
$1.27M 0.17%
10,163
+7,053
GDYN icon
84
Grid Dynamics Holdings
GDYN
$795M
$1.26M 0.17%
139,061
-5,458
DEM icon
85
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.39B
$1.25M 0.17%
26,833
-4,906
TNET icon
86
TriNet
TNET
$3.04B
$1.25M 0.17%
21,078
-817
TXG icon
87
10x Genomics
TXG
$2.68B
$1.24M 0.17%
76,333
-4,849
GLD icon
88
SPDR Gold Trust
GLD
$158B
$1.22M 0.17%
3,068
-1,351
AEP icon
89
American Electric Power
AEP
$63.8B
$1.21M 0.17%
10,462
-200
SSD icon
90
Simpson Manufacturing
SSD
$7.79B
$1.21M 0.17%
7,470
-165
XOM icon
91
Exxon Mobil
XOM
$545B
$1.19M 0.16%
9,923
+36
MGRC icon
92
McGrath RentCorp
MGRC
$2.74B
$1.18M 0.16%
11,278
-248
GE icon
93
GE Aerospace
GE
$337B
$1.17M 0.16%
3,811
+140
PFE icon
94
Pfizer
PFE
$147B
$1.14M 0.16%
45,796
-2,664
PACB icon
95
Pacific Biosciences
PACB
$709M
$1.11M 0.15%
591,005
+9,612
COO icon
96
Cooper Companies
COO
$16.1B
$1.1M 0.15%
13,407
-357
PG icon
97
Procter & Gamble
PG
$338B
$1.05M 0.14%
7,353
-383
FLG
98
Flagstar Bank National Association
FLG
$5.4B
$1.05M 0.14%
83,155
+5,337
VEEV icon
99
Veeva Systems
VEEV
$36B
$1.04M 0.14%
4,668
-112
SLV icon
100
iShares Silver Trust
SLV
$47.6B
$1.03M 0.14%
15,977
+977
2 3
4
5 6