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
126
$454K 0.11%
20,676
+11,881
127
$441K 0.1%
1,412
128
$435K 0.1%
13,562
+468
129
$433K 0.1%
4,672
-303
130
$427K 0.1%
58,107
-4,139
131
$422K 0.1%
5,133
-110
132
$412K 0.1%
3,614
133
$404K 0.1%
37,005
+2,614
134
$400K 0.09%
12,627
+307
135
$396K 0.09%
2,732
+128
136
$396K 0.09%
8,185
-136
137
$391K 0.09%
2,243
+385
138
$389K 0.09%
2,926
-68
139
$384K 0.09%
18,047
+1,346
140
$382K 0.09%
16,304
141
$381K 0.09%
1,359
-73
142
$378K 0.09%
1,532
+1
143
$376K 0.09%
4,384
+305
144
$375K 0.09%
4,500
-96
145
$370K 0.09%
9,863
+274
146
$367K 0.09%
14,565
147
$361K 0.09%
3,321
-64
148
$359K 0.08%
+910
149
$355K 0.08%
2,835
+55
150
$351K 0.08%
2,889
+47
4 5
6
7 8