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
$439M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$4.72M
3
+$2.67M
4
AMD icon
Advanced Micro Devices
AMD
+$2.2M
5
KVUE icon
Kenvue
KVUE
+$2.1M

Top Sells

1
+$5.16M
2
+$4.18M
3
+$2.68M
4
TGT icon
Target
TGT
+$1.92M
5
BAC icon
Bank of America
BAC
+$1.87M

Sector Composition

1 Financials 15.51%
2 Technology 14.13%
3 Healthcare 12.2%
4 Communication Services 7.53%
5 Energy 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$644K 0.15%
12,495
+358
102
$644K 0.15%
6,253
-284
103
$624K 0.14%
8,293
+1,987
104
$621K 0.14%
+3,708
105
$602K 0.14%
14,233
+254
106
$593K 0.13%
17,588
-722
107
$586K 0.13%
28,671
+1,871
108
$585K 0.13%
5,520
-36
109
$580K 0.13%
4,508
+629
110
$578K 0.13%
12,724
-292
111
$578K 0.13%
10,877
+679
112
$568K 0.13%
3,895
-173
113
$533K 0.12%
19,463
-68,130
114
$517K 0.12%
4,304
-958
115
$517K 0.12%
7,014
-3,388
116
$516K 0.12%
+13,523
117
$515K 0.12%
14,714
-2,244
118
$506K 0.12%
13,950
+251
119
$484K 0.11%
2,388
-108
120
$478K 0.11%
+5,721
121
$477K 0.11%
53,509
+2,316
122
$472K 0.11%
3,271
+193
123
$464K 0.11%
+6,329
124
$461K 0.1%
33,288
+2,610
125
$449K 0.1%
7,708
+327
3 4
5
6 7