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
$439M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$4.72M
3
+$2.67M
4
AMD icon
Advanced Micro Devices
AMD
+$2.2M
5
KVUE icon
Kenvue
KVUE
+$2.1M

Top Sells

1
+$5.16M
2
+$4.18M
3
+$2.68M
4
TGT icon
Target
TGT
+$1.92M
5
BAC icon
Bank of America
BAC
+$1.87M

Sector Composition

1 Financials 15.51%
2 Technology 14.13%
3 Healthcare 12.2%
4 Communication Services 7.53%
5 Energy 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.04M 0.24%
2,033
77
$986K 0.22%
11,870
+260
78
$979K 0.22%
155,387
+52,976
79
$942K 0.21%
114,765
+3,780
80
$930K 0.21%
14,182
+2,127
81
$927K 0.21%
10,677
+480
82
$924K 0.21%
3,677
+148
83
$912K 0.21%
13,237
+351
84
$901K 0.21%
5,600
+718
85
$860K 0.2%
6,269
-1,024
86
$857K 0.2%
38,142
+5,573
87
$830K 0.19%
41,253
-7,400
88
$820K 0.19%
5,242
-139
89
$817K 0.19%
7,361
+394
90
$793K 0.18%
48,290
+1,634
91
$779K 0.18%
10,400
+711
92
$761K 0.17%
23,492
-54,637
93
$759K 0.17%
1,767
+83
94
$754K 0.17%
2,579
+267
95
$750K 0.17%
16,304
96
$742K 0.17%
13,281
+81
97
$715K 0.16%
5,094
+75
98
$689K 0.16%
5,561
+136
99
$682K 0.16%
4,009
-583
100
$670K 0.15%
14,620
-864
2 3
4
5 6