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
126
$408K 0.1%
+10,773
127
$407K 0.1%
+6,371
128
$406K 0.1%
2,664
+14
129
$398K 0.09%
3,614
130
$397K 0.09%
31,498
-438
131
$389K 0.09%
14,000
-800
132
$387K 0.09%
2,137
+49
133
$385K 0.09%
7,836
-753
134
$380K 0.09%
13,489
-360
135
$379K 0.09%
7,717
-559
136
$374K 0.09%
1,337
+4
137
$369K 0.09%
9,053
-6,462
138
$358K 0.08%
758
-46
139
$352K 0.08%
2,924
-92
140
$334K 0.08%
+13,493
141
$333K 0.08%
7,382
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142
$332K 0.08%
3,283
-43
143
$330K 0.08%
3,936
144
$328K 0.08%
1,356
+327
145
$323K 0.08%
4,192
-8,920
146
$317K 0.08%
4,559
+106
147
$310K 0.07%
4,270
+84
148
$307K 0.07%
1,503
-1,466
149
$304K 0.07%
+3,459
150
$297K 0.07%
+3,099
4 5
6
7 8