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
$422M
AUM Growth
-$796K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$7.5M
2
+$3.61M
3
+$3.56M
4
META icon
Meta Platforms (Facebook)
META
+$2.73M
5
BAC icon
Bank of America
BAC
+$2.39M

Top Sells

1
+$11.3M
2
+$4.24M
3
+$2.54M
4
WYNN icon
Wynn Resorts
WYNN
+$2.26M
5
NKE icon
Nike
NKE
+$2.23M

Sector Composition

1 Technology 14.57%
2 Healthcare 13.66%
3 Financials 13.61%
4 Communication Services 8.06%
5 Consumer Discretionary 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$890K 0.21%
15,488
-315
77
$889K 0.21%
6,969
+1,449
78
$884K 0.21%
5,725
-967
79
$857K 0.2%
7,812
-66
80
$827K 0.2%
10,441
+282
81
$806K 0.19%
9,716
-4,971
82
$779K 0.18%
3,754
-1,549
83
$776K 0.18%
10,280
+755
84
$774K 0.18%
6,220
+90
85
$768K 0.18%
5,245
-84
86
$768K 0.18%
3,399
-37
87
$753K 0.18%
11,740
+80
88
$737K 0.17%
32,791
+6,216
89
$706K 0.17%
6,639
-60
90
$693K 0.16%
5,287
+3,534
91
$689K 0.16%
+1,676
92
$684K 0.16%
16,304
93
$682K 0.16%
13,279
-812
94
$675K 0.16%
14,204
+372
95
$666K 0.16%
12,147
+4,292
96
$655K 0.16%
103,031
-31,831
97
$649K 0.15%
33,695
-111,031
98
$635K 0.15%
10,353
+277
99
$622K 0.15%
4,180
-2,608
100
$617K 0.15%
20,649
+273
2 3
4
5 6