MCP

Mirador Capital Partners Portfolio holdings

AUM $705M
1-Year Est. Return 20.95%
This Quarter Est. Return
1 Year Est. Return
+20.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$90.2M
AUM Growth
+$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$4.94M
3
+$3.05M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.88M
5
JPM icon
JPMorgan Chase
JPM
+$2.7M

Top Sells

1
+$4.49M

Sector Composition

1 Financials 22.63%
2 Communication Services 14.35%
3 Technology 14.32%
4 Healthcare 12.54%
5 Consumer Staples 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.07M 5.62%
+186,208
2
$4.94M 5.47%
+34,812
3
$3.05M 3.38%
+94,165
4
$2.88M 3.2%
+75,620
5
$2.7M 2.99%
+45,614
6
$2.55M 2.83%
+68,480
7
$2.43M 2.7%
+82,275
8
$2.13M 2.36%
+33,259
9
$2.04M 2.26%
+57,781
10
$1.95M 2.16%
+40,259
11
$1.78M 1.97%
+18,637
12
$1.74M 1.93%
+54,441
13
$1.67M 1.85%
+30,848
14
$1.66M 1.84%
+112,093
15
$1.65M 1.82%
+32,603
16
$1.62M 1.79%
+14,175
17
$1.58M 1.75%
+47,000
18
$1.5M 1.66%
+53,525
19
$1.44M 1.6%
+98,273
20
$1.44M 1.6%
+10,200
21
$1.37M 1.52%
+15,798
22
$1.36M 1.51%
+14,750
23
$1.34M 1.49%
+21,248
24
$1.31M 1.46%
+12,175
25
$1.31M 1.45%
+20,891
1
2 3 4