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
151
$291K 0.07%
9,370
-541
152
$291K 0.07%
+1,915
153
$290K 0.07%
2,660
-200
154
$288K 0.07%
13,113
+3,397
155
$287K 0.07%
2,045
-180
156
$280K 0.07%
30,348
+5,781
157
$270K 0.06%
7,995
158
$268K 0.06%
+16,357
159
$266K 0.06%
+20,610
160
$266K 0.06%
25,813
-1,399
161
$264K 0.06%
615
-846
162
$263K 0.06%
2,142
-18,195
163
$261K 0.06%
+2,080
164
$260K 0.06%
+14,657
165
$259K 0.06%
20,555
-5,508
166
$256K 0.06%
10,843
+539
167
$251K 0.06%
+2,042
168
$248K 0.06%
+8,693
169
$247K 0.06%
4,000
170
$246K 0.06%
+5,247
171
$243K 0.06%
2,337
+2
172
$239K 0.06%
5,919
-1,343
173
$226K 0.05%
2,343
-1,086
174
$224K 0.05%
547
-4,880
175
$223K 0.05%
3,875
-326
5 6
7
8 9