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
$128M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$5.85M
3
+$5.82M
4
AAPL icon
Apple
AAPL
+$5.64M
5
LMT icon
Lockheed Martin
LMT
+$5.52M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 24.75%
2 Technology 15.32%
3 Industrials 13.04%
4 Consumer Discretionary 12.34%
5 Financials 12.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$256K 0.2%
+5,357
52
$238K 0.19%
+3,950
53
$237K 0.19%
+800
54
$222K 0.17%
+8,600
55
$221K 0.17%
+1,862
56
$221K 0.17%
+9,828
57
$211K 0.17%
+12,000
58
$209K 0.16%
+2,963
59
$207K 0.16%
+4,560
60
$192K 0.15%
+14,250
61
$131K 0.1%
+3,125
62
$75K 0.06%
+23,858
63
$44K 0.03%
+11,000
64
$21K 0.02%
+1,590
65
$10K 0.01%
+20,920
1 2
3