MCP

Mirador Capital Partners Portfolio holdings

AUM $730M
1-Year Est. Return 22.77%
This Fund
S&P 500
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 +$7.3M
2 +$4.42M
3 +$3.7M
4
Z icon
Zillow
Z
+$3.67M
5
GS icon
Goldman Sachs
GS
+$3.64M

Top Sells

1 +$6.46M
2 +$4.87M
3 +$2.48M
4
STZ icon
Constellation Brands
STZ
+$1.24M
5
V icon
Visa
V
+$882K

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
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205
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207
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-27,057