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
$571M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$4.44M
3
+$4.03M
4
GS icon
Goldman Sachs
GS
+$3.31M
5
Z icon
Zillow
Z
+$3.29M

Top Sells

1
+$6.69M
2
+$4.86M
3
+$2.29M
4
STZ icon
Constellation Brands
STZ
+$1.24M
5
V icon
Visa
V
+$914K

Sector Composition

1 Technology 18.19%
2 Financials 17.37%
3 Healthcare 10.45%
4 Communication Services 8.15%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.27M 0.22%
8,072
+385
77
$1.26M 0.22%
10,604
+3,668
78
$1.24M 0.22%
2,022
-22
79
$1.23M 0.22%
14,135
+8,920
80
$1.22M 0.21%
9,536
-1,748
81
$1.22M 0.21%
14,421
+1,061
82
$1.2M 0.21%
25,574
+11,312
83
$1.18M 0.21%
7,690
+79
84
$1.18M 0.21%
13,968
+3,696
85
$1.17M 0.21%
25,899
+553
86
$1.15M 0.2%
5,811
+257
87
$1.14M 0.2%
+1,377
88
$1.1M 0.19%
4,417
-11
89
$1.1M 0.19%
10,047
+302
90
$1.08M 0.19%
7,758
+1,484
91
$1.07M 0.19%
3,990
+79
92
$1.07M 0.19%
14,204
+83
93
$1.05M 0.18%
67,307
-7,252
94
$999K 0.18%
16,712
+196
95
$935K 0.16%
36,913
+945
96
$905K 0.16%
15,343
-955
97
$872K 0.15%
32,106
+4,399
98
$857K 0.15%
10,872
+355
99
$852K 0.15%
38,566
-1,693
100
$844K 0.15%
8,866
+98
2 3
4
5 6