MCP
Mirador Capital Partners Portfolio holdings
AUM
$615M
This Quarter Return
+10.7%
1 Year Return
+15.92%
3 Year Return
+67.09%
5 Year Return
+118.22%
10 Year Return
+273.57%
AUM
$184M
AUM Growth
+$184M
(+14%)
Cap. Flow
+$7.08M
Cap. Flow
% of AUM
3.84%
Top 10 Holdings %
Top 10 Hldgs %
28.34%
Holding
152
New
18
Increased
66
Reduced
51
Closed
11
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 15.54% |
| 2 | Financials | 11.91% |
| 3 | Communication Services | 10.63% |
| 4 | Healthcare | 9.61% |
| 5 | Consumer Discretionary | 4.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
iRobot
IRBT
$100M
| – | – |
-6,792
| Closed | -$569K |
|
152
Kraft Heinz
KHC
$31.9B
| – | – |
-5,348
| Closed | -$230K |
|