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
$424M
AUM Growth
-$70.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$3.77M
3
+$1.64M
4
SNOW icon
Snowflake
SNOW
+$1.62M
5
PHLT
Performant Healthcare Inc
PHLT
+$900K

Top Sells

1
+$5.99M
2
+$4.63M
3
+$2.94M
4
WW
WW International
WW
+$2.38M
5
SAP icon
SAP
SAP
+$1.9M

Sector Composition

1 Technology 15.15%
2 Healthcare 14.41%
3 Financials 13.38%
4 Communication Services 8.03%
5 Consumer Discretionary 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$983K 0.23%
7,695
+536
77
$976K 0.23%
6,790
-646
78
$937K 0.22%
21,983
+176
79
$922K 0.22%
2,573
-38
80
$912K 0.22%
14,761
+624
81
$907K 0.21%
3,266
-51
82
$866K 0.2%
16,509
-68
83
$843K 0.2%
35,286
-4,182
84
$819K 0.19%
48,676
-541
85
$819K 0.19%
9,948
+546
86
$779K 0.18%
5,237
+60
87
$769K 0.18%
3,299
-80
88
$754K 0.18%
16,595
-369
89
$744K 0.18%
13,667
+879
90
$743K 0.18%
11,359
-338
91
$729K 0.17%
9,970
+914
92
$715K 0.17%
47,180
+760
93
$714K 0.17%
64,690
+21,585
94
$710K 0.17%
15,694
-6,253
95
$694K 0.16%
6,644
-24
96
$667K 0.16%
4,134
+390
97
$665K 0.16%
9,848
+934
98
$657K 0.16%
7,202
+1
99
$632K 0.15%
1,666
+87
100
$624K 0.15%
1,654
2 3
4
5 6