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
$99.7M
AUM Growth
+$9.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.79M
3
+$2.31M
4
UAA icon
Under Armour
UAA
+$1.11M
5
IYT icon
iShares US Transportation ETF
IYT
+$1.01M

Top Sells

1
+$1.22M
2
+$1.2M
3
+$1.17M
4
MDLZ icon
Mondelez International
MDLZ
+$1.16M
5
URI icon
United Rentals
URI
+$1.16M

Sector Composition

1 Financials 22.48%
2 Technology 14.09%
3 Communication Services 13.69%
4 Healthcare 12.4%
5 Consumer Discretionary 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.88M 4.89%
33,950
-862
2
$4.07M 4.08%
153,756
-32,452
3
$3.24M 3.25%
35,542
+32,494
4
$3.22M 3.22%
93,886
-279
5
$3.13M 3.14%
78,340
+2,720
6
$2.79M 2.79%
+25,493
7
$2.76M 2.77%
71,460
+2,980
8
$2.49M 2.49%
76,358
-5,917
9
$2.31M 2.32%
+153,765
10
$2.31M 2.32%
30,878
-2,381
11
$2.03M 2.04%
150,272
+62,424
12
$1.9M 1.91%
29,387
-16,227
13
$1.86M 1.87%
32,014
+1,166
14
$1.85M 1.86%
15,110
+935
15
$1.83M 1.84%
128,598
+30,325
16
$1.77M 1.78%
15,404
+3,229
17
$1.7M 1.71%
44,688
-13,093
18
$1.7M 1.7%
63,737
+10,212
19
$1.7M 1.7%
30,858
-1,745
20
$1.67M 1.67%
108,241
-3,852
21
$1.66M 1.66%
54,299
-142
22
$1.64M 1.65%
16,334
-2,303
23
$1.6M 1.6%
10,230
+30
24
$1.52M 1.52%
46,407
-593
25
$1.48M 1.48%
31,074
-9,185
1
2 3 4 5