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
$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
176
$230K 0.04%
1,970
+53
177
$229K 0.04%
31,352
-11,190
178
$227K 0.04%
845
-84
179
$226K 0.04%
413
+1
180
$224K 0.04%
+776
181
$223K 0.04%
435
+38
182
$222K 0.04%
+1,401
183
$222K 0.04%
+11,225
184
$218K 0.04%
2,881
185
$218K 0.04%
1,799
-27
186
$215K 0.04%
6,726
-41
187
$207K 0.04%
6,944
188
$206K 0.04%
3,550
-83
189
$205K 0.04%
8,176
+1
190
$201K 0.04%
2,286
191
$140K 0.02%
18,000
192
$125K 0.02%
11,779
193
$117K 0.02%
+10,162
194
$44.6K 0.01%
78,167
-1,616
195
$42K 0.01%
2,293
-105
196
$24.3K ﹤0.01%
22,089
-2,052
197
$8.55K ﹤0.01%
+15,000
198
– –
-5,872
199
– –
-6,487
200
– –
-9,548
5 6 7
8
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