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
$424M
AUM Growth
-$70.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$3.77M
3
+$1.64M
4
SNOW icon
Snowflake
SNOW
+$1.62M
5
PHLT
Performant Healthcare Inc
PHLT
+$900K

Top Sells

1
+$5.99M
2
+$4.63M
3
+$2.94M
4
WW
WW International
WW
+$2.38M
5
SAP icon
SAP
SAP
+$1.9M

Sector Composition

1 Technology 15.15%
2 Healthcare 14.41%
3 Financials 13.38%
4 Communication Services 8.03%
5 Consumer Discretionary 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.2M 6.42%
412,389
-1,534
2
$23.6M 5.58%
1,030,013
+164,531
3
$18.8M 4.44%
897,057
+78,367
4
$17.5M 4.12%
127,737
+1,052
5
$17.2M 4.06%
779,406
+19,870
6
$15.5M 3.66%
56,845
+777
7
$11.8M 2.78%
107,520
+2,620
8
$10.7M 2.52%
+147,986
9
$10.3M 2.44%
113,357
+2,583
10
$10.3M 2.44%
487,927
-6,530
11
$8.43M 1.99%
406,345
+25,889
12
$8.17M 1.93%
15,036
+10
13
$7.86M 1.85%
51,293
+1,493
14
$7.81M 1.84%
53,957
-2,959
15
$7.35M 1.74%
28,631
+235
16
$6.57M 1.55%
60,300
+160
17
$6.54M 1.54%
61,585
-56,355
18
$6.43M 1.52%
163,583
+4,085
19
$6.36M 1.5%
56,507
+2,515
20
$5.75M 1.36%
124,292
+2,620
21
$5.58M 1.32%
10,861
-18
22
$5.35M 1.26%
23,788
+94
23
$4.56M 1.08%
23,168
-226
24
$4.46M 1.05%
87,779
+1,460
25
$4.39M 1.04%
1,669,983
+342,053
1
2 3 4 5