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
$571M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$4.44M
3
+$4.03M
4
GS icon
Goldman Sachs
GS
+$3.31M
5
Z icon
Zillow
Z
+$3.29M

Top Sells

1
+$6.69M
2
+$4.86M
3
+$2.29M
4
STZ icon
Constellation Brands
STZ
+$1.24M
5
V icon
Visa
V
+$914K

Sector Composition

1 Technology 18.19%
2 Financials 17.37%
3 Healthcare 10.45%
4 Communication Services 8.15%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$841K 0.15%
60,055
+2,227
102
$839K 0.15%
43,682
+605
103
$833K 0.15%
7,988
+4,990
104
$832K 0.15%
28,200
+2,569
105
$817K 0.14%
4,718
+91
106
$815K 0.14%
14,770
+200
107
$764K 0.13%
4,605
-77
108
$730K 0.13%
11,587
-34
109
$726K 0.13%
+24,803
110
$724K 0.13%
7,426
+191
111
$701K 0.12%
34,673
+1,541
112
$701K 0.12%
80,257
-726
113
$679K 0.12%
5,640
-49
114
$674K 0.12%
+10,077
115
$649K 0.11%
64,293
-1,305
116
$638K 0.11%
6,840
+1,050
117
$635K 0.11%
6,596
+721
118
$627K 0.11%
115,342
+9,283
119
$609K 0.11%
515,734
+289,148
120
$592K 0.1%
24,263
+1,091
121
$585K 0.1%
6,661
+685
122
$580K 0.1%
22,710
+1,003
123
$577K 0.1%
6,431
+277
124
$573K 0.1%
1,074
+103
125
$570K 0.1%
49,089
+3,510
3 4
5
6 7