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
176
$132K 0.03%
+20,482
177
$122K 0.03%
11,469
-4,558
178
$104K 0.02%
16,366
-53,395
179
$99.2K 0.02%
11,773
180
$61.1K 0.01%
15,913
+552
181
$29.7K 0.01%
110,000
+49,961
182
$23.8K 0.01%
29,690
183
$5.31K ﹤0.01%
1,768
+96
184
$4.88K ﹤0.01%
976
+38
185
– –
-1,936
186
– –
-14,824
187
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-9,084
188
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189
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-8,815
190
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-21,147
191
– –
-7,287
192
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-572
193
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194
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195
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-79,013
196
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-14,575
197
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-3,614
198
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-5,429
199
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-6,888
200
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-4,209
5 6 7
8
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