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
$295M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$3.09M
3
+$1.64M
4
MDT icon
Medtronic
MDT
+$1.48M
5
VZ icon
Verizon
VZ
+$1.24M

Top Sells

1
+$3.02M
2
+$797K
3
+$123K
4
BA icon
Boeing
BA
+$84.1K
5
HD icon
Home Depot
HD
+$65.2K

Sector Composition

1 Healthcare 21.39%
2 Technology 18.18%
3 Consumer Discretionary 10.94%
4 Industrials 10.91%
5 Consumer Staples 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.67M 2.26%
179,075
+83,020
27
$6.34M 2.15%
20,825
+225
28
$6.2M 2.1%
52,787
+2,772
29
$6.15M 2.09%
52,571
+4,420
30
$5.81M 1.97%
102,380
-53,214
31
$5.28M 1.79%
22,830
+1,530
32
$5.03M 1.71%
+96,383
33
$3.2M 1.09%
15,371
+1,019
34
$1.89M 0.64%
42,564
-48
35
$1.72M 0.58%
10,005
+88
36
$1.34M 0.46%
11,969
-127
37
$955K 0.32%
7,808
38
$951K 0.32%
2,002
+1,310
39
$720K 0.24%
+5,575
40
$563K 0.19%
3,378
+25
41
$519K 0.18%
3,173
+124
42
$443K 0.15%
4,746
-129
43
$436K 0.15%
2,014
+490
44
$381K 0.13%
2,458
45
$378K 0.13%
1,368
-50
46
$350K 0.12%
5,920
47
$345K 0.12%
2,380
+660
48
$342K 0.12%
1,144
+130
49
$329K 0.11%
1,632
-417
50
$323K 0.11%
1,109
-22
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2
3