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
151
$371K 0.07%
2,799
+6
152
$355K 0.06%
3,454
-22,283
153
$348K 0.06%
1,116
+63
154
$347K 0.06%
8,311
+283
155
$347K 0.06%
8,292
+2,321
156
$345K 0.06%
12,987
-516
157
$341K 0.06%
+4,758
158
$340K 0.06%
14,518
159
$325K 0.06%
16,704
+1,359
160
$323K 0.06%
+1,615
161
$310K 0.05%
5,029
+1,485
162
$296K 0.05%
772
-1,990
163
$296K 0.05%
1,717
+43
164
$289K 0.05%
1,740
+422
165
$289K 0.05%
+1,363
166
$287K 0.05%
13,884
+999
167
$282K 0.05%
3,021
-71,625
168
$266K 0.05%
+1,867
169
$265K 0.05%
3,735
170
$264K 0.05%
1,141
171
$260K 0.05%
6,314
-461
172
$259K 0.05%
580
+18
173
$249K 0.04%
1,284
174
$249K 0.04%
7,542
+54
175
$234K 0.04%
+1,606
5 6
7
8 9