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
-$181K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$20.2M
2 +$3.1M
3 +$2.74M
4
CSCO icon
Cisco
CSCO
+$2.52M
5
MMM icon
3M
MMM
+$2.48M

Top Sells

1 +$11.9M
2 +$8.94M
3 +$8.71M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$4.5M
5
AMZN icon
Amazon
AMZN
+$3.04M

Sector Composition

1 Financials 15.24%
2 Technology 15.1%
3 Healthcare 13.39%
4 Communication Services 8.02%
5 Consumer Discretionary 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$1.01M 0.24%
11,610
-130
77
$1M 0.24%
108,385
+1,384
78
$1M 0.24%
9,347
+1,535
79
$979K 0.23%
48,653
-12,934
80
$964K 0.23%
10,197
-83
81
$935K 0.22%
7,293
+1,073
82
$932K 0.22%
2,033
-2,003
83
$898K 0.21%
15,484
-4
84
$882K 0.21%
5,381
-344
85
$881K 0.21%
5,262
-720
86
$869K 0.21%
3,529
+130
87
$847K 0.2%
10,402
-39
88
$829K 0.2%
6,967
-2
89
$829K 0.2%
+4,882
90
$791K 0.19%
2,312
91
$785K 0.19%
+12,055
92
$778K 0.18%
110,985
+7,954
93
$774K 0.18%
5,425
+180
94
$774K 0.18%
69,761
+7,250
95
$754K 0.18%
6,537
-102
96
$750K 0.18%
1,684
+8
97
$747K 0.18%
9,689
-27
98
$744K 0.18%
13,200
-79
99
$734K 0.17%
32,569
-222
100
$717K 0.17%
13,979
-225