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
$472M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$19.9M
3
+$4.87M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.79M
5
CVX icon
Chevron
CVX
+$1.77M

Top Sells

1
+$34.5M
2
+$6.81M
3
+$3.04M
4
WBD icon
Warner Bros
WBD
+$2.83M
5
AXP icon
American Express
AXP
+$2.81M

Sector Composition

1 Technology 16.49%
2 Financials 15.4%
3 Healthcare 11.98%
4 Communication Services 7.41%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$76.8M 16.27%
3,382,059
+877,779
2
$21M 4.44%
921,758
+883,616
3
$19.5M 4.13%
54,632
+1,195
4
$18.3M 3.88%
95,144
-759
5
$14.7M 3.12%
104,402
+3,134
6
$14.6M 3.1%
98,020
+11,842
7
$14M 2.97%
92,341
+9,587
8
$11.7M 2.48%
31,184
+12,959
9
$11.3M 2.4%
86,638
-1,008
10
$9.53M 2.02%
115,031
-20
11
$8.72M 1.85%
51,276
+475
12
$8.39M 1.78%
23,706
+4,947
13
$7.82M 1.66%
55,993
+532
14
$7.49M 1.59%
48,355
-1,219
15
$6M 1.27%
1,918,862
+244,811
16
$5.92M 1.25%
44,487
-210
17
$5.72M 1.21%
68,268
+1,026
18
$5.48M 1.16%
10,407
+195
19
$5.42M 1.15%
20,825
-230
20
$5.35M 1.13%
128,325
-2,787
21
$5.13M 1.09%
102,015
+526
22
$4.9M 1.04%
21,198
-1,597
23
$4.84M 1.02%
65,118
+3,967
24
$4.64M 0.98%
262,852
+6,604
25
$4.56M 0.96%
8,585
-5,724
1
2 3 4 5