MCP

Mirador Capital Partners Portfolio holdings

AUM $730M
1-Year Est. Return 22.77%
This Quarter Est. Return
1 Year Est. Return
+22.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$422M
AUM Growth
-$181K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$20.2M
2 +$3.1M
3 +$2.74M
4
CSCO icon
Cisco
CSCO
+$2.52M
5
MMM icon
3M
MMM
+$2.48M

Top Sells

1 +$11.9M
2 +$8.94M
3 +$8.71M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$4.5M
5
AMZN icon
Amazon
AMZN
+$3.04M

Sector Composition

1 Financials 15.24%
2 Technology 15.1%
3 Healthcare 13.39%
4 Communication Services 8.02%
5 Consumer Discretionary 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$220K 0.05%
1,936
-144
177
$215K 0.05%
+4,209
178
$212K 0.05%
+1,647
179
$205K 0.05%
16,027
-640
180
$153K 0.04%
11,475
-1,500
181
$150K 0.04%
14,824
-10,989
182
$130K 0.03%
15,490
-88
183
$113K 0.03%
11,773
-9,573
184
$92.6K 0.02%
+47,956
185
$62.5K 0.01%
+15,361
186
$51.7K 0.01%
+1,672
187
$49.9K 0.01%
29,690
+5,500
188
$30.3K 0.01%
60,039
189
$9.33K ﹤0.01%
38
-3
190
-3,875
191
-1,000
192
-10,843
193
-1,088
194
-14,657
195
-33,695
196
-5,270
197
-2,343
198
-37,579
199
-3,000
200
-11,845