MC
Miramar Capital Portfolio holdings
AUM
$423M
1-Year Est. Return
13.3%
1 Year Est. Return
+13.3%
AUM
$423M
AUM Growth
+$2.51M
(+0.6%)
Holding
63
Top Buys
| 1 | +$2.65M | |
| 2 | +$1.93M | |
| 3 | +$1.03M | |
| 4 |
Genuine Parts
GPC
|
+$658K |
| 5 |
Chevron
CVX
|
+$508K |
Top Sells
| 1 | +$5.43M | |
| 2 | +$2.54M | |
| 3 | +$1.6M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$415K |
| 5 |
Walt Disney
DIS
|
+$216K |
Sector Composition
| 1 | Technology | 19.8% |
| 2 | Healthcare | 15.46% |
| 3 | Financials | 13.79% |
| 4 | Industrials | 13.03% |
| 5 | Energy | 9.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Procter & Gamble
PG
$355B
| $347K | 0.08% |
2,176
+284
|
|
||
52
PNC Financial Services
PNC
$71.4B
| $319K | 0.08% |
1,713
|
|
||
53
Bank of America
BAC
$378B
| $302K | 0.07% |
6,388
-830
|
|
||
54
Meta Platforms (Facebook)
META
$1.84T
| $262K | 0.06% |
+355
|
|
||
55
Johnson & Johnson
JNJ
$462B
| $257K | 0.06% |
1,683
-82
|
|
||
56
Amazon
AMZN
$2.37T
| $235K | 0.06% |
+1,070
|
|
||
57
Eli Lilly
LLY
$717B
| $234K | 0.06% |
+300
|
|
||
58
Exxon Mobil
XOM
$481B
| $234K | 0.06% |
+2,168
|
|
||
59
MetLife
MET
$52.6B
| $223K | 0.05% |
2,772
|
|
||
60
Vanguard Total International Stock ETF
VXUS
$107B
| $208K | 0.05% |
+3,009
|
|
||
|
61
Walt Disney
DIS
$206B
| – | – |
-2,190
|
|
||
62
Williams Companies
WMB
$76.1B
| – | – |
-90,915
|
|
||
63
Walmart
WMT
$847B
| – | – |
-2,442
|
|