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
$163M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1 +$3.01M
2 +$2.03M
3 +$1.71M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.44M
5
BIDU icon
Baidu
BIDU
+$1.41M

Sector Composition

1 Financials 13.71%
2 Communication Services 11.55%
3 Healthcare 10.5%
4 Technology 9.26%
5 Industrials 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$6.82M 4.18%
159,593
+47,537
2
$6.56M 4.02%
151,723
+22,720
3
$5.22M 3.2%
28,998
-1,291
4
$4.59M 2.81%
177,937
+23,049
5
$4.54M 2.78%
179,349
+118,755
6
$4.26M 2.61%
108,848
+1,456
7
$3.92M 2.4%
31,645
+4,256
8
$3.88M 2.38%
22,873
+416
9
$3.69M 2.26%
171,377
+23,911
10
$3.21M 1.97%
69,300
+1,980
11
$3.08M 1.88%
32,837
+553
12
$3.04M 1.86%
83,740
-669
13
$2.99M 1.83%
53,371
-2,559
14
$2.87M 1.76%
60,760
+1,420
15
$2.71M 1.66%
51,322
+3,766
16
$2.7M 1.65%
79,899
+1,635
17
$2.54M 1.56%
43,647
+8,441
18
$2.52M 1.54%
23,949
+13,728
19
$2.47M 1.51%
109,760
+10,922
20
$2.37M 1.45%
81,496
+6,906
21
$2.2M 1.35%
16,642
+790
22
$2.02M 1.24%
31,067
-856
23
$1.82M 1.11%
10,318
+413
24
$1.81M 1.11%
16,399
+813
25
$1.78M 1.09%
75,000
-63,405