MCP

Mirador Capital Partners Portfolio holdings

AUM $705M
1-Year Est. Return 20.97%
This Quarter Est. Return
1 Year Est. Return
+20.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$571M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$4.44M
3
+$4.03M
4
GS icon
Goldman Sachs
GS
+$3.31M
5
Z icon
Zillow
Z
+$3.29M

Top Sells

1
+$6.69M
2
+$4.86M
3
+$2.29M
4
STZ icon
Constellation Brands
STZ
+$1.24M
5
V icon
Visa
V
+$914K

Sector Composition

1 Technology 18.19%
2 Financials 17.37%
3 Healthcare 10.45%
4 Communication Services 8.15%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$52.5M 9.2%
2,278,735
-211,012
2
$37.1M 6.51%
1,601,111
+108,274
3
$26.6M 4.67%
50,034
+875
4
$24.4M 4.28%
110,043
+7,639
5
$19M 3.33%
99,801
+1,497
6
$17.7M 3.11%
113,428
+2,522
7
$17.5M 3.07%
104,748
+2,914
8
$16.5M 2.9%
371,316
+171,418
9
$14.2M 2.49%
101,837
+4,301
10
$14.1M 2.47%
57,543
+2,766
11
$13.7M 2.41%
23,840
+761
12
$12.3M 2.16%
32,899
+1,385
13
$11.5M 2.01%
54,724
+2,534
14
$11.3M 1.98%
97,923
+3,511
15
$8.9M 1.56%
311,892
+5,262
16
$8.26M 1.45%
113,324
+28,110
17
$7.91M 1.39%
51,119
+591
18
$6.67M 1.17%
39,112
+2,841
19
$6.66M 1.17%
61,460
+6,306
20
$6.54M 1.15%
18,648
-2,607
21
$6.5M 1.14%
2,194,406
+138,418
22
$6.22M 1.09%
152,976
+75,795
23
$6.06M 1.06%
49,073
+1,858
24
$5.85M 1.02%
11,161
+183
25
$5.47M 0.96%
247,028
+4,217
1
2 3 4 5