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
$365M
AUM Growth
+$69.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$8.13M
2
+$4.79M
3
+$3.96M
4
JPM icon
JPMorgan Chase
JPM
+$3.73M
5
AAPL icon
Apple
AAPL
+$2.67M

Top Sells

1
+$5.1M
2
+$2.93M
3
+$2.79M
4
NEM icon
Newmont
NEM
+$2.57M
5
LMT icon
Lockheed Martin
LMT
+$2.11M

Sector Composition

1 Healthcare 20.73%
2 Technology 16.57%
3 Consumer Discretionary 12.04%
4 Industrials 9.85%
5 Financials 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.13M 1.96%
33,592
+10,762
27
$7.04M 1.93%
190,665
+11,590
28
$7.02M 1.93%
131,483
+4,464
29
$6.58M 1.8%
26,317
+5,492
30
$6.38M 1.75%
70,124
+17,553
31
$5.6M 1.54%
35,348
-17,616
32
$5.36M 1.47%
22,202
+6,831
33
$4.4M 1.21%
93,904
-62,631
34
$4.21M 1.15%
41,558
-50,372
35
$2.34M 0.64%
56,684
+14,120
36
$2.1M 0.58%
12,942
+2,937
37
$1.74M 0.48%
+28,445
38
$1.56M 0.43%
11,200
+8,820
39
$1.52M 0.42%
+15,515
40
$1.42M 0.39%
12,602
+633
41
$1.39M 0.38%
+4,000
42
$1.26M 0.35%
10,156
+4,581
43
$1.24M 0.34%
7,600
+6,280
44
$1.16M 0.32%
+44,217
45
$1.06M 0.29%
2,345
+343
46
$1M 0.27%
+37,000
47
$958K 0.26%
17,175
+13,638
48
$939K 0.26%
4,236
+2,222
49
$903K 0.25%
+12,846
50
$896K 0.25%
17,303
+11,383
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