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
$224M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$4.55M
3
+$4.21M
4
APD icon
Air Products & Chemicals
APD
+$3.24M
5
AAPL icon
Apple
AAPL
+$3.18M

Top Sells

1
+$5.29M
2
+$2.68M
3
+$2.48M
4
TGT icon
Target
TGT
+$2.19M
5
QCOM icon
Qualcomm
QCOM
+$1.85M

Sector Composition

1 Healthcare 22.44%
2 Technology 20.15%
3 Consumer Discretionary 10.59%
4 Industrials 10.06%
5 Consumer Staples 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.71M 2.1%
31,977
-12,576
27
$4.66M 2.08%
50,763
+4,553
28
$4.55M 2.03%
+118,539
29
$4.35M 1.94%
22,410
-11,298
30
$4.21M 1.88%
+69,677
31
$2.67M 1.19%
61,414
+89
32
$1.9M 0.85%
+22,736
33
$1.48M 0.66%
44,797
+314
34
$1.2M 0.53%
12,543
-1,314
35
$1.14M 0.51%
+3,640
36
$1.12M 0.5%
7,830
-290
37
$1.03M 0.46%
+5,026
38
$1.01M 0.45%
+6,080
39
$866K 0.39%
6,701
+4,197
40
$666K 0.3%
3,505
-179
41
$663K 0.3%
3,128
+66
42
$634K 0.28%
+2,378
43
$630K 0.28%
+6,040
44
$618K 0.28%
+8,158
45
$542K 0.24%
3,780
-50
46
$398K 0.18%
7,971
+3,535
47
$384K 0.17%
984
+298
48
$381K 0.17%
+1,351
49
$370K 0.16%
1,109
+34
50
$359K 0.16%
1,512
+530
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