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
$99.7M
AUM Growth
+$9.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$2.96M
2 +$2.79M
3 +$2.31M
4
UAA icon
Under Armour
UAA
+$1.11M
5
IYT icon
iShares US Transportation ETF
IYT
+$1.01M

Top Sells

1 +$1.22M
2 +$1.2M
3 +$1.17M
4
MDLZ icon
Mondelez International
MDLZ
+$1.16M
5
URI icon
United Rentals
URI
+$1.16M

Sector Composition

1 Financials 22.48%
2 Technology 14.09%
3 Communication Services 13.69%
4 Healthcare 12.4%
5 Consumer Discretionary 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-28,999
102
-6,604
103
-18,665
104
-31,670