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
$364M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1 +$4.15M
2 +$3.33M
3 +$2.52M
4
INTC icon
Intel
INTC
+$2.29M
5
T icon
AT&T
T
+$2.21M

Sector Composition

1 Technology 20.78%
2 Healthcare 11.48%
3 Financials 11.27%
4 Communication Services 9.96%
5 Consumer Discretionary 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$728K 0.2%
+48,802
102
$715K 0.2%
15,969
-87
103
$699K 0.19%
26,441
-8,410
104
$659K 0.18%
3,110
-2,419
105
$647K 0.18%
12,126
+266
106
$647K 0.18%
1,500
107
$622K 0.17%
706,295
+20,999
108
$594K 0.16%
5,029
-698
109
$594K 0.16%
17,219
-9,959
110
$588K 0.16%
9,096
+2
111
$563K 0.15%
7,211
-16,050
112
$554K 0.15%
374,293
+8,738
113
$530K 0.15%
+10,433
114
$520K 0.14%
12,467
-2,840
115
$504K 0.14%
1,341
+415
116
$474K 0.13%
+18,464
117
$470K 0.13%
9,961
+4,951
118
$469K 0.13%
26,749
+1,283
119
$468K 0.13%
12,457
+277
120
$466K 0.13%
31,670
+3,492
121
$463K 0.13%
+2,380
122
$461K 0.13%
12,414
+803
123
$457K 0.13%
9,115
+2,030
124
$455K 0.12%
9,897
+91
125
$427K 0.12%
1,962
+202