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
$390M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1 +$4.12M
2 +$3.99M
3 +$2.98M
4
WW
WW International
WW
+$2.51M
5
PFPT
Proofpoint, Inc.
PFPT
+$2.15M

Top Sells

1 +$9.01M
2 +$3.98M
3 +$3.12M
4
WMT icon
Walmart
WMT
+$2.42M
5
OSUR icon
OraSure Technologies
OSUR
+$2.25M

Sector Composition

1 Technology 21.16%
2 Healthcare 12.26%
3 Financials 12.26%
4 Consumer Discretionary 9.96%
5 Communication Services 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$14.6M 3.75%
119,563
+9,376
2
$14.2M 3.64%
91,580
+4,880
3
$13M 3.35%
51,060
+3,366
4
$12.2M 3.14%
524,244
+176,391
5
$11.8M 3.04%
468,151
+157,861
6
$9.47M 2.43%
148,042
+4,801
7
$8.89M 2.28%
39,193
+4,739
8
$8.58M 2.2%
82,940
+3,740
9
$7.88M 2.02%
105,667
+6,835
10
$7.4M 1.9%
48,599
+6,645
11
$7.22M 1.85%
331,826
-12,809
12
$7.15M 1.83%
24,262
-1,085
13
$7.09M 1.82%
327,731
-16,062
14
$6.66M 1.71%
64,600
-17,560
15
$6.51M 1.67%
51,740
+17,078
16
$6.14M 1.58%
13,461
+1,214
17
$5.87M 1.51%
778,034
+155,045
18
$5.86M 1.5%
38,902
+2,317
19
$5.75M 1.48%
24,373
+1,084
20
$5.61M 1.44%
53,537
+12,507
21
$5.35M 1.37%
241,199
+6,454
22
$5.27M 1.35%
32,958
+2,548
23
$5.22M 1.34%
235,576
+7,499
24
$5M 1.28%
44,468
+418
25
$4.72M 1.21%
96,680
+4,901