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
-$181K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$3.1M
3
+$2.74M
4
CSCO icon
Cisco
CSCO
+$2.52M
5
MMM icon
3M
MMM
+$2.48M

Top Sells

1
+$11.9M
2
+$8.94M
3
+$8.71M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$4.5M
5
AMZN icon
Amazon
AMZN
+$3.04M

Sector Composition

1 Financials 15.24%
2 Technology 15.1%
3 Healthcare 13.39%
4 Communication Services 8.02%
5 Consumer Discretionary 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.7M 9.4%
1,686,626
-370,438
2
$32M 7.59%
1,424,975
+899,320
3
$19.4M 4.59%
99,876
-1,243
4
$18.2M 4.31%
53,264
-133
5
$12M 2.85%
99,398
+105
6
$10M 2.38%
76,913
-23,289
7
$9.16M 2.17%
58,211
+4,812
8
$8.54M 2.02%
153,833
-213,568
9
$7.98M 1.89%
85,784
+1,620
10
$7.38M 1.75%
14,137
+106
11
$7.25M 1.72%
49,822
+956
12
$6.75M 1.6%
50,135
+885
13
$6.56M 1.56%
54,828
-904
14
$6.39M 1.51%
18,761
-5,441
15
$6.36M 1.51%
113,632
-731
16
$5.34M 1.26%
65,733
+33,704
17
$5.19M 1.23%
199,376
-18,507
18
$5.16M 1.22%
17,965
-94
19
$5M 1.19%
21,053
-16
20
$4.77M 1.13%
22,417
+176
21
$4.73M 1.12%
9,847
-19
22
$4.63M 1.1%
135,397
-1,098
23
$4.28M 1.01%
248,465
+3,506
24
$4.21M 1%
44,134
-293
25
$4.18M 0.99%
79,013
-54,696
1
2 3 4 5