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
151
$277K 0.06%
711
+16
152
$267K 0.06%
5,007
-1,011
153
$266K 0.06%
14,480
+1,297
154
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1,496
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155
$263K 0.06%
615
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156
$257K 0.06%
1,735
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157
$251K 0.06%
+1,529
158
$250K 0.06%
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159
$248K 0.06%
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-823
160
$244K 0.06%
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161
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5,850
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162
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588
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163
$237K 0.05%
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164
$235K 0.05%
7,995
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165
$232K 0.05%
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166
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167
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168
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169
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170
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171
$224K 0.05%
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172
$215K 0.05%
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173
$214K 0.05%
25,587
+14,112
174
$212K 0.05%
+1,000
175
$210K 0.05%
+3,266
5 6
7
8 9