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
$141M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$1.84M
3
+$1.66M
4
T icon
AT&T
T
+$1.64M
5
WM icon
Waste Management
WM
+$1.53M

Top Sells

1
+$2.89M
2
+$1.7M
3
+$1.57M
4
MMM icon
3M
MMM
+$1.01M
5
AAPL icon
Apple
AAPL
+$908K

Sector Composition

1 Healthcare 22.61%
2 Technology 15.79%
3 Industrials 14.75%
4 Consumer Discretionary 13.61%
5 Consumer Staples 13.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$241K 0.17%
1,203
52
$232K 0.16%
+1,202
53
$229K 0.16%
+1,550
54
$225K 0.16%
3,010
-460
55
$218K 0.15%
4,200
56
$215K 0.15%
1,712
57
$207K 0.15%
3,300
58
$151K 0.11%
2,904
-3,792
59
$44K 0.03%
16,420
-3,000
60
$4K ﹤0.01%
1,310
61
$4K ﹤0.01%
15,920
-1,000
62
– –
-3,672
63
– –
-3,540
64
– –
-2,650
65
– –
-11,000
66
– –
-14,250
67
– –
-2,613
68
– –
-45,704
69
– –
-1,455
1 2
3