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
$268M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$6.73M
2
+$3.83M
3
+$3.4M
4
WORK
Slack Technologies, Inc.
WORK
+$2.64M
5
KO icon
Coca-Cola
KO
+$1.72M

Top Sells

1
+$6.14M
2
+$4.15M
3
+$1.77M
4
LAZ icon
Lazard
LAZ
+$667K
5
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$437K

Sector Composition

1 Technology 19.52%
2 Healthcare 12.43%
3 Financials 9.71%
4 Communication Services 9.69%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18M 6.73%
201,296
-1,832
2
$10.8M 4.05%
509,336
+316,035
3
$10.6M 3.98%
77,160
+1,400
4
$9.98M 3.73%
109,388
+1,492
5
$7.31M 2.73%
40,931
+613
6
$7.19M 2.69%
336,639
+935
7
$6.72M 2.51%
308,806
+277
8
$6.65M 2.48%
304,590
+868
9
$6.31M 2.36%
174,420
+8,885
10
$6.25M 2.34%
268,548
-2,417
11
$5.86M 2.19%
97,881
+450
12
$5.27M 1.97%
23,225
-150
13
$5.12M 1.91%
72,460
14
$5.08M 1.9%
71,620
+280
15
$4.94M 1.85%
36,154
-299
16
$4.54M 1.7%
80,038
+2,555
17
$3.85M 1.44%
18,912
+259
18
$3.83M 1.43%
+66,217
19
$3.74M 1.4%
10,321
+140
20
$3.67M 1.37%
37,372
+207
21
$3.4M 1.27%
+20,310
22
$3.39M 1.27%
17,538
+388
23
$3.31M 1.24%
35,156
+895
24
$3.31M 1.24%
59,979
+991
25
$3.15M 1.18%
455,988
+20,004
1
2 3 4 5