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
$90.2M
AUM Growth
+$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$4.94M
3
+$3.05M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.88M
5
JPM icon
JPMorgan Chase
JPM
+$2.7M

Top Sells

1
+$4.49M

Sector Composition

1 Financials 22.63%
2 Communication Services 14.35%
3 Technology 14.32%
4 Healthcare 12.54%
5 Consumer Staples 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$263K 0.29%
+8,874
77
$259K 0.29%
+1,649
78
$259K 0.29%
+3,382
79
$256K 0.28%
+6,123
80
$245K 0.27%
+4,840
81
$244K 0.27%
+16,950
82
$240K 0.27%
+8,571
83
$239K 0.26%
+8,006
84
$239K 0.26%
+3,476
85
$234K 0.26%
+3,115
86
$229K 0.25%
+1,584
87
$144K 0.16%
+10,063
88
$53K 0.06%
+60
89
$16K 0.02%
+11,271
90
– –
-1,282,895
1 2 3
4