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
$439M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$4.72M
3
+$2.67M
4
AMD icon
Advanced Micro Devices
AMD
+$2.2M
5
KVUE icon
Kenvue
KVUE
+$2.1M

Top Sells

1
+$5.16M
2
+$4.18M
3
+$2.68M
4
TGT icon
Target
TGT
+$1.92M
5
BAC icon
Bank of America
BAC
+$1.87M

Sector Composition

1 Financials 15.51%
2 Technology 14.13%
3 Healthcare 12.2%
4 Communication Services 7.53%
5 Energy 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$56.3M 12.81%
2,504,280
+1,079,305
2
$34.5M 7.85%
1,467,301
-219,325
3
$18.7M 4.26%
53,437
+173
4
$16.4M 3.74%
95,903
-3,973
5
$14.5M 3.31%
86,178
+27,967
6
$13.4M 3.04%
101,268
+1,870
7
$10.5M 2.39%
82,754
+5,841
8
$10.4M 2.36%
178,932
+25,099
9
$9.39M 2.14%
87,646
+1,862
10
$7.39M 1.68%
49,574
-561
11
$7.37M 1.68%
50,801
+979
12
$7.26M 1.65%
55,461
+633
13
$7.24M 1.65%
14,309
+172
14
$7.09M 1.61%
115,051
+1,419
15
$6.08M 1.38%
67,242
+1,509
16
$5.75M 1.31%
18,225
-536
17
$5.63M 1.28%
18,759
+794
18
$5.37M 1.22%
44,697
+563
19
$5.15M 1.17%
10,212
+365
20
$5.01M 1.14%
22,795
+378
21
$4.84M 1.1%
21,055
+2
22
$4.58M 1.04%
131,112
-4,285
23
$4.25M 0.97%
256,248
+7,783
24
$4.09M 0.93%
209,826
+1,625
25
$3.99M 0.91%
32,622
+631
1
2 3 4 5