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
$141M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$1.84M
3
+$1.66M
4
T icon
AT&T
T
+$1.64M
5
WM icon
Waste Management
WM
+$1.53M

Top Sells

1
+$2.89M
2
+$1.7M
3
+$1.57M
4
MMM icon
3M
MMM
+$1.01M
5
AAPL icon
Apple
AAPL
+$908K

Sector Composition

1 Healthcare 22.61%
2 Technology 15.79%
3 Industrials 14.75%
4 Consumer Discretionary 13.61%
5 Consumer Staples 13.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.57M 1.82%
+42,204
27
$2.1M 1.49%
23,924
+18,882
28
$1.81M 1.28%
12,147
-6,758
29
$1.79M 1.27%
44,330
+2,300
30
$1.64M 1.16%
+64,338
31
$1.56M 1.11%
27,590
-27,710
32
$820K 0.58%
5,727
+847
33
$732K 0.52%
8,390
-720
34
$567K 0.4%
4,400
-100
35
$473K 0.34%
4,195
-200
36
$467K 0.33%
1,557
37
$449K 0.32%
2,474
38
$432K 0.31%
2,080
-135
39
$426K 0.3%
4,977
+268
40
$409K 0.29%
7,250
+1,116
41
$404K 0.29%
2,600
-100
42
$365K 0.26%
2,876
43
$344K 0.24%
3,730
+100
44
$322K 0.23%
1,108
-216
45
$277K 0.2%
+5,224
46
$275K 0.19%
9,078
47
$273K 0.19%
1,860
-200
48
$263K 0.19%
1,831
-542
49
$254K 0.18%
5,285
-7,000
50
$241K 0.17%
1,386
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