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
$422M
AUM Growth
-$796K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$7.5M
2
+$3.61M
3
+$3.56M
4
META icon
Meta Platforms (Facebook)
META
+$2.73M
5
BAC icon
Bank of America
BAC
+$2.39M

Top Sells

1
+$11.3M
2
+$4.24M
3
+$2.54M
4
WYNN icon
Wynn Resorts
WYNN
+$2.26M
5
NKE icon
Nike
NKE
+$2.23M

Sector Composition

1 Technology 14.57%
2 Healthcare 13.66%
3 Financials 13.61%
4 Communication Services 8.06%
5 Consumer Discretionary 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$603K 0.14%
4,469
-383
102
$591K 0.14%
2,312
103
$578K 0.14%
6,351
-429
104
$569K 0.13%
+50,778
105
$564K 0.13%
5,638
-25,334
106
$553K 0.13%
12,926
-310
107
$528K 0.13%
+4,078
108
$522K 0.12%
141,753
+1,159
109
$517K 0.12%
12,862
-448
110
$514K 0.12%
6,774
-275
111
$509K 0.12%
3,044
+107
112
$509K 0.12%
27,792
+13,745
113
$507K 0.12%
5,177
-326
114
$506K 0.12%
5,447
-1,895
115
$490K 0.12%
13,785
+2,475
116
$445K 0.11%
2,412
-77
117
$442K 0.1%
1,464
+51
118
$442K 0.1%
21,223
-439
119
$438K 0.1%
24,297
-979
120
$433K 0.1%
8,835
+2,950
121
$429K 0.1%
11,487
-1,785
122
$426K 0.1%
1,443
-319
123
$418K 0.1%
7,100
-624
124
$416K 0.1%
+2,522
125
$414K 0.1%
11,845
-1,102
3 4
5
6 7