MC

Miramar Capital Portfolio holdings

AUM $423M
1-Year Est. Return 13.3%
This Quarter Est. Return
1 Year Est. Return
+13.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$5.85M
3
+$5.82M
4
AAPL icon
Apple
AAPL
+$5.64M
5
LMT icon
Lockheed Martin
LMT
+$5.52M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 24.75%
2 Technology 15.32%
3 Industrials 13.04%
4 Consumer Discretionary 12.34%
5 Financials 12.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.25M 2.55%
+18,685
27
$3.25M 2.54%
+29,345
28
$1.43M 1.12%
+15,847
29
$882K 0.69%
+10,410
30
$603K 0.47%
+12,285
31
$572K 0.45%
+4,300
32
$564K 0.44%
+4,800
33
$544K 0.43%
+4,980
34
$523K 0.41%
+5,268
35
$457K 0.36%
+2,215
36
$427K 0.33%
+1,557
37
$415K 0.33%
+3,859
38
$413K 0.32%
+2,700
39
$380K 0.3%
+4,709
40
$378K 0.3%
+5,042
41
$376K 0.29%
+1,324
42
$360K 0.28%
+2,766
43
$351K 0.27%
+2,474
44
$345K 0.27%
+6,334
45
$344K 0.27%
+2,286
46
$341K 0.27%
+3,830
47
$308K 0.24%
+2,260
48
$306K 0.24%
+3,102
49
$283K 0.22%
+3,870
50
$260K 0.2%
+9,078
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