MC
Miramar Capital Portfolio holdings
AUM
$451M
1-Year Est. Return
14.07%
1 Year Est. Return
+14.07%
AUM
$451M
AUM Growth
+$28M
(+6.6%)
Holding
62
Top Buys
| 1 | +$1.84M | |
| 2 | +$1.81M | |
| 3 | +$1.65M | |
| 4 |
Paychex
PAYX
|
+$1.47M |
| 5 |
EOG Resources
EOG
|
+$1.14M |
Top Sells
| 1 | +$4.61M | |
| 2 | +$4.37M | |
| 3 | +$1.49M | |
| 4 |
UMB Financial
UMBF
|
+$371K |
| 5 |
AbbVie
ABBV
|
+$312K |
Sector Composition
| 1 | Technology | 20.35% |
| 2 | Healthcare | 15.27% |
| 3 | Financials | 13.28% |
| 4 | Industrials | 12.45% |
| 5 | Consumer Discretionary | 9.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Johnson & Johnson
JNJ
$487B
| $311K | 0.07% |
1,675
-8
|
|
||
52
Bank of America
BAC
$394B
| $305K | 0.07% |
5,904
-484
|
|
||
53
Ford
F
$51.9B
| $242K | 0.05% |
+20,219
|
|
||
54
Amazon
AMZN
$2.45T
| $233K | 0.05% |
1,060
-10
|
|
||
55
Eli Lilly
LLY
$904B
| $229K | 0.05% |
300
|
|
||
56
MetLife
MET
$51.8B
| $228K | 0.05% |
2,772
|
|
||
57
Exxon Mobil
XOM
$491B
| $225K | 0.05% |
1,998
-170
|
|
||
58
Chesapeake Utilities
CPK
$3.05B
| $202K | 0.04% |
+1,500
|
|
||
59
Meta Platforms (Facebook)
META
$1.7T
| – | – |
-355
|
|
||
|
60
UMB Financial
UMBF
$8.73B
| – | – |
-3,530
|
|
||
61
UnitedHealth
UNH
$300B
| – | – |
-14,768
|
|
||
62
Vanguard Total International Stock ETF
VXUS
$112B
| – | – |
-3,009
|
|