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
$424M
AUM Growth
-$70.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1 +$10.7M
2 +$3.77M
3 +$1.64M
4
SNOW icon
Snowflake
SNOW
+$1.62M
5
PHLT
Performant Healthcare Inc
PHLT
+$900K

Top Sells

1 +$5.99M
2 +$4.63M
3 +$2.94M
4
WW
WW International
WW
+$2.38M
5
SAP icon
SAP
SAP
+$1.9M

Sector Composition

1 Technology 15.15%
2 Healthcare 14.41%
3 Financials 13.38%
4 Communication Services 8.03%
5 Consumer Discretionary 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$621K 0.15%
3,290
+1,144
102
$606K 0.14%
5,321
+120
103
$602K 0.14%
28,862
-4,130
104
$598K 0.14%
12,933
+130
105
$593K 0.14%
6,656
+2,795
106
$592K 0.14%
1,500
107
$589K 0.14%
14,388
-168
108
$585K 0.14%
14,269
+59
109
$581K 0.14%
6,059
+356
110
$573K 0.14%
7,058
-772
111
$571K 0.13%
14,546
+263
112
$571K 0.13%
+14,100
113
$560K 0.13%
10,849
+895
114
$555K 0.13%
11,420
+840
115
$543K 0.13%
139,614
+3,190
116
$542K 0.13%
+7,578
117
$538K 0.13%
7,703
-532
118
$533K 0.13%
8,171
-185
119
$507K 0.12%
2,524
-311
120
$505K 0.12%
34,783
+967
121
$498K 0.12%
1,817
-5
122
$498K 0.12%
9,528
+649
123
$493K 0.12%
12,085
+309
124
$489K 0.12%
12,150
+3
125
$463K 0.11%
10,582
-1