MCP

Mirador Capital Partners Portfolio holdings

AUM $706M
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$705M
AUM Growth
+$89.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$22.5M
3
+$9.69M
4
NKE icon
Nike
NKE
+$4.47M
5
DIS icon
Walt Disney
DIS
+$3.54M

Top Sells

1
+$37.8M
2
+$15.4M
3
+$2.92M
4
ISRG icon
Intuitive Surgical
ISRG
+$2.07M
5
ALAB icon
Astera Labs
ALAB
+$1.4M

Sector Composition

1 Technology 21.41%
2 Financials 16.4%
3 Communication Services 10.57%
4 Healthcare 8.78%
5 Consumer Discretionary 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$71.1M 10.08%
3,036,943
+961,109
2
$30.6M 4.34%
+1,347,468
3
$29.3M 4.16%
120,475
+1,182
4
$28.6M 4.05%
112,266
-382
5
$25.1M 3.56%
49,943
-712
6
$22.4M 3.17%
101,963
+480
7
$18.5M 2.62%
25,200
+770
8
$18.4M 2.61%
107,763
+1,016
9
$18.1M 2.57%
57,520
-651
10
$17.3M 2.46%
33,446
-140
11
$17.3M 2.45%
750,414
-1,638,808
12
$16.8M 2.38%
108,108
-667
13
$14.7M 2.09%
63,702
+3,311
14
$13.2M 1.88%
54,413
+1,624
15
$12.9M 1.83%
131,550
+8,108
16
$12.8M 1.81%
98,316
-1,764
17
$11.3M 1.6%
60,399
-1,354
18
$10.8M 1.54%
197,367
+53,020
19
$9.93M 1.41%
142,368
+59,998
20
$9.42M 1.33%
332,587
+444
21
$9.29M 1.32%
+251,250
22
$9.08M 1.29%
44,609
+2,100
23
$8.38M 1.19%
405,766
+564
24
$6.81M 0.97%
50,067
-297
25
$6.69M 0.95%
5,738
-84
1
2 3 4 5