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
$390M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1 +$4.12M
2 +$3.99M
3 +$2.98M
4
WW
WW International
WW
+$2.51M
5
PFPT
Proofpoint, Inc.
PFPT
+$2.15M

Top Sells

1 +$9.01M
2 +$3.98M
3 +$3.12M
4
WMT icon
Walmart
WMT
+$2.42M
5
OSUR icon
OraSure Technologies
OSUR
+$2.25M

Sector Composition

1 Technology 21.16%
2 Healthcare 12.26%
3 Financials 12.26%
4 Consumer Discretionary 9.96%
5 Communication Services 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$811K 0.21%
32,450
-3,318
102
$791K 0.2%
21,845
-31,884
103
$791K 0.2%
374,792
+499
104
$774K 0.2%
9,036
-101
105
$746K 0.19%
10,618
+155
106
$687K 0.18%
12,908
+782
107
$683K 0.18%
24,246
-2,195
108
$620K 0.16%
12,985
+3,456
109
$605K 0.16%
1,500
110
$594K 0.15%
1,686
-477
111
$578K 0.15%
12,937
+523
112
$570K 0.15%
7,745
+534
113
$564K 0.14%
8,031
-1,065
114
$553K 0.14%
4,855
-174
115
$538K 0.14%
2,513
+133
116
$531K 0.14%
1,334
-7
117
$505K 0.13%
2,226
+264
118
$497K 0.13%
6,115
+2,282
119
$488K 0.13%
9,372
+257
120
$478K 0.12%
9,724
-237
121
$464K 0.12%
621
-1,827
122
$463K 0.12%
31,555
-115
123
$441K 0.11%
1,112
+103
124
$434K 0.11%
1,759
+1
125
$422K 0.11%
3,524
-200