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
$422M
AUM Growth
-$796K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1 +$7.5M
2 +$3.61M
3 +$3.56M
4
META icon
Meta Platforms (Facebook)
META
+$2.73M
5
BAC icon
Bank of America
BAC
+$2.39M

Top Sells

1 +$11.3M
2 +$4.24M
3 +$2.54M
4
WYNN icon
Wynn Resorts
WYNN
+$2.26M
5
NKE icon
Nike
NKE
+$2.23M

Sector Composition

1 Technology 14.57%
2 Healthcare 13.66%
3 Financials 13.61%
4 Communication Services 8.06%
5 Consumer Discretionary 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$48.5M 11.48%
2,057,064
+150,975
2
$22M 5.22%
367,401
-70,714
3
$16.7M 3.95%
101,119
-4,439
4
$16.5M 3.91%
53,397
-3,513
5
$11.8M 2.8%
525,655
+334,068
6
$10.7M 2.54%
509,407
-536,931
7
$10.3M 2.45%
100,202
+18,534
8
$10.3M 2.45%
99,293
-6,440
9
$8.71M 2.06%
53,399
-471
10
$8.63M 2.05%
419,192
-30,892
11
$8.14M 1.93%
133,709
+1,910
12
$8.09M 1.92%
14,031
-929
13
$7.85M 1.86%
49,250
-1,513
14
$7.39M 1.75%
84,164
-21,091
15
$6.98M 1.65%
24,202
-5,584
16
$6.37M 1.51%
48,866
-7,387
17
$6.01M 1.42%
114,363
-213
18
$5.78M 1.37%
55,732
-4,128
19
$5.5M 1.3%
1,618,096
-156,671
20
$5.37M 1.27%
187,859
+83,537
21
$5.26M 1.25%
135,146
+54,676
22
$4.97M 1.18%
22,241
-1,298
23
$4.8M 1.14%
63,774
-14,886
24
$4.75M 1.13%
21,069
-1,446
25
$4.66M 1.1%
9,866
-912