MC

Miramar Capital Portfolio holdings

AUM $451M
1-Year Est. Return 14.07%
This Quarter Est. Return
1 Year Est. Return
+14.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$420M
AUM Growth
+$1.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$7.3M
2
+$2.23M
3
+$2.19M
4
HSY icon
Hershey
HSY
+$2.18M
5
QCOM icon
Qualcomm
QCOM
+$2.01M

Top Sells

1
+$4.4M
2
+$3.71M
3
+$899K
4
AAPL icon
Apple
AAPL
+$816K
5
ABBV icon
AbbVie
ABBV
+$725K

Sector Composition

1 Healthcare 18.66%
2 Technology 16.23%
3 Industrials 13.31%
4 Financials 12.65%
5 Energy 12.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.98M 2.14%
75,378
-1,965
27
$8.27M 1.97%
48,345
+12,737
28
$8.02M 1.91%
72,950
-8,171
29
$7.67M 1.83%
85,487
-2,204
30
$7.3M 1.74%
+56,889
31
$5.43M 1.29%
90,915
-2,997
32
$3.34M 0.8%
152,000
33
$2.14M 0.51%
11,029
+630
34
$1.95M 0.46%
69,811
-575
35
$1.41M 0.34%
2,518
-808
36
$1.04M 0.25%
8,071
+150
37
$865K 0.21%
28,572
38
$789K 0.19%
3,575
39
$784K 0.19%
1,472
-9
40
$763K 0.18%
1,627
-105
41
$761K 0.18%
2,640
42
$619K 0.15%
5,600
43
$617K 0.15%
1,156
+21
44
$589K 0.14%
15,200
45
$506K 0.12%
4,615
-200
46
$497K 0.12%
525
47
$405K 0.1%
2,850
48
$378K 0.09%
1,190
-100
49
$322K 0.08%
1,892
50
$301K 0.07%
7,218
-700
1
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