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
126
$430K 0.1%
5,308
+255
127
$429K 0.1%
13,493
128
$423K 0.1%
1,551
-4
129
$418K 0.1%
53,982
+25,345
130
$406K 0.09%
2,674
131
$403K 0.09%
2,463
+73
132
$387K 0.09%
+19,452
133
$386K 0.09%
4,503
+226
134
$382K 0.09%
3,173
+174
135
$374K 0.09%
1,421
+1
136
$355K 0.08%
1,176
-165
137
$343K 0.08%
5,019
-774
138
$331K 0.08%
1,256
-98
139
$322K 0.07%
1,518
-242
140
$321K 0.07%
3,319
-301
141
$319K 0.07%
+3,072
142
$316K 0.07%
13,407
-7,941
143
$316K 0.07%
1,176
-177
144
$311K 0.07%
16,279
+1,182
145
$310K 0.07%
4,793
+266
146
$308K 0.07%
2,661
+1
147
$296K 0.07%
+7,850
148
$291K 0.07%
3,725
-191
149
$283K 0.06%
2,043
+1
150
$280K 0.06%
4,000
4 5
6
7 8