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
126
$569K 0.1%
12,836
+1,885
127
$568K 0.1%
13,303
-3,049
128
$566K 0.1%
20,240
+261
129
$550K 0.1%
979
+1
130
$547K 0.1%
5,944
+260
131
$538K 0.09%
7,081
+100
132
$535K 0.09%
2,681
-118
133
$521K 0.09%
2,771
+11
134
$502K 0.09%
630
+182
135
$484K 0.08%
4,054
-28
136
$481K 0.08%
1,460
+705
137
$471K 0.08%
1,285
+106
138
$470K 0.08%
21,001
-16,482
139
$467K 0.08%
4,000
140
$463K 0.08%
1,685
-30
141
$458K 0.08%
1,465
+157
142
$455K 0.08%
31,024
+550
143
$436K 0.08%
3,002
+952
144
$423K 0.07%
+1,788
145
$422K 0.07%
2,045
+105
146
$419K 0.07%
7,561
+101
147
$417K 0.07%
15,904
+167
148
$391K 0.07%
3,094
+819
149
$382K 0.07%
1,277
-140
150
$380K 0.07%
5,292
+181
4 5
6
7 8