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
$389M
AUM Growth
+$7.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$9.78M
2
+$7.61M
3
+$6.91M
4
CVX icon
Chevron
CVX
+$4.34M
5
MDT icon
Medtronic
MDT
+$2.36M

Top Sells

1
+$9.64M
2
+$9.49M
3
+$4.44M
4
GPC icon
Genuine Parts
GPC
+$3.06M
5
MRK icon
Merck
MRK
+$2.87M

Sector Composition

1 Technology 19.79%
2 Healthcare 17.7%
3 Industrials 13.89%
4 Consumer Discretionary 13.09%
5 Consumer Staples 11.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.65M 2.22%
37,900
+7,293
27
$8.16M 2.1%
131,523
-71,649
28
$8.08M 2.08%
48,298
-18,300
29
$7.73M 1.99%
47,378
+3,598
30
$5.77M 1.48%
47,461
-21,653
31
$1.86M 0.48%
12,103
-580
32
$1.86M 0.48%
119,500
33
$1.33M 0.34%
4,000
34
$1.22M 0.31%
22,550
+555
35
$1.22M 0.31%
49,974
+1,965
36
$1.13M 0.29%
10,714
-300
37
$1.06M 0.27%
2,597
+41
38
$825K 0.21%
2,402
39
$789K 0.2%
10,241
-714
40
$767K 0.2%
11,073
41
$740K 0.19%
25,872
-5,458
42
$726K 0.19%
1,461
+91
43
$714K 0.18%
3,166
-688
44
$697K 0.18%
1,475
-65
45
$677K 0.17%
5,518
-368
46
$648K 0.17%
7,808
47
$636K 0.16%
6,160
-497
48
$619K 0.16%
6,475
-400
49
$607K 0.16%
3,315
-65
50
$576K 0.15%
1,795
-100
1
2
3 4