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
$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
+$9.29M
4
NKE icon
Nike
NKE
+$4.18M
5
DIS icon
Walt Disney
DIS
+$3.45M

Top Sells

1
+$37.8M
2
+$18.6M
3
+$3.31M
4
ISRG icon
Intuitive Surgical
ISRG
+$2.07M
5
ALAB icon
Astera Labs
ALAB
+$1.67M

Sector Composition

1 Technology 21.48%
2 Financials 16.32%
3 Communication Services 10.57%
4 Healthcare 8.79%
5 Consumer Discretionary 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MMM icon
76
3M
MMM
$90.6B
$1.53M 0.22%
9,867
-45
TNET icon
77
TriNet
TNET
$2.79B
$1.46M 0.21%
21,895
+2,498
DEM icon
78
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.28B
$1.46M 0.21%
31,739
-812
VEEV icon
79
Veeva Systems
VEEV
$39.5B
$1.42M 0.2%
4,780
-2,090
ROST icon
80
Ross Stores
ROST
$57.7B
$1.39M 0.2%
9,116
-338
INTU icon
81
Intuit
INTU
$176B
$1.38M 0.2%
2,022
MGRC icon
82
McGrath RentCorp
MGRC
$2.51B
$1.35M 0.19%
11,526
-441
FORM icon
83
FormFactor
FORM
$4.25B
$1.34M 0.19%
36,847
-90,763
LFMD icon
84
LifeMD
LFMD
$172M
$1.31M 0.19%
193,540
+38,575
QCOM icon
85
Qualcomm
QCOM
$180B
$1.3M 0.18%
7,786
-122
SSD icon
86
Simpson Manufacturing
SSD
$7.06B
$1.28M 0.18%
7,635
-356
FICO icon
87
Fair Isaac
FICO
$41.9B
$1.24M 0.18%
830
+66
PFE icon
88
Pfizer
PFE
$144B
$1.23M 0.18%
48,460
-115
AEP icon
89
American Electric Power
AEP
$64.4B
$1.2M 0.17%
10,662
-422
LLY icon
90
Eli Lilly
LLY
$947B
$1.2M 0.17%
1,567
+154
PG icon
91
Procter & Gamble
PG
$345B
$1.19M 0.17%
7,736
-244
VZ icon
92
Verizon
VZ
$172B
$1.14M 0.16%
25,926
-1,230
XLY icon
93
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.3B
$1.13M 0.16%
4,721
-225
JNJ icon
94
Johnson & Johnson
JNJ
$495B
$1.12M 0.16%
6,046
+1,193
IOVA icon
95
Iovance Biotherapeutics
IOVA
$885M
$1.12M 0.16%
+515,025
VVR icon
96
Invesco Senior Income Trust
VVR
$508M
$1.12M 0.16%
322,688
-43,231
XOM icon
97
Exxon Mobil
XOM
$492B
$1.11M 0.16%
9,887
-738
GDYN icon
98
Grid Dynamics Holdings
GDYN
$736M
$1.11M 0.16%
144,519
+77,173
GE icon
99
GE Aerospace
GE
$304B
$1.1M 0.16%
3,671
+1,930
IAU icon
100
iShares Gold Trust
IAU
$65.9B
$1.1M 0.16%
15,063
-161
2 3
4
5 6