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
$423M
AUM Growth
+$8.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$3.02M
3
+$2.92M
4
OKE icon
Oneok
OKE
+$2.29M
5
AMZN icon
Amazon
AMZN
+$1.71M

Top Sells

1
+$17.2M
2
+$8.63M
3
+$6.54M
4
CYTK icon
Cytokinetics
CYTK
+$3.2M
5
AAPL icon
Apple
AAPL
+$2.2M

Sector Composition

1 Healthcare 14.42%
2 Technology 13.5%
3 Financials 13.45%
4 Communication Services 6.52%
5 Consumer Discretionary 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.4M 10.51%
1,906,089
+775,847
2
$28.1M 6.64%
438,115
+47,087
3
$22M 5.19%
1,046,338
+139,101
4
$17.6M 4.16%
56,910
-489
5
$13.7M 3.24%
105,558
-16,965
6
$9.7M 2.29%
131,799
-88,822
7
$9.67M 2.29%
53,870
-507
8
$9.38M 2.22%
105,733
-2,723
9
$9.22M 2.18%
450,084
+31,601
10
$8.24M 1.95%
14,960
-156
11
$8.2M 1.94%
50,763
+553
12
$7.81M 1.85%
105,255
-6,580
13
$7.54M 1.78%
56,253
-530
14
$7.14M 1.69%
29,786
+1,557
15
$6.86M 1.62%
81,668
+20,344
16
$6.41M 1.52%
1,774,767
+78,661
17
$5.71M 1.35%
10,778
-125
18
$5.54M 1.31%
23,539
-368
19
$5.32M 1.26%
114,576
-9,167
20
$5.28M 1.25%
59,860
-1,294
21
$5.28M 1.25%
288,187
-90,909
22
$4.84M 1.15%
46,546
-487
23
$4.8M 1.13%
58,181
-1,903
24
$4.7M 1.11%
105,558
-1,570
25
$4.68M 1.11%
22,515
-80
1
2 3 4 5