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
$110M
AUM Growth
-$53.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$1.26M
2 +$1.26M
3 +$1.17M
4
ABT icon
Abbott
ABT
+$1.08M
5
PAYX icon
Paychex
PAYX
+$863K

Top Sells

1 +$6.78M
2 +$5.54M
3 +$3.15M
4
STZ icon
Constellation Brands
STZ
+$2.9M
5
SBUX icon
Starbucks
SBUX
+$2.35M

Sector Composition

1 Healthcare 31.02%
2 Technology 16.82%
3 Consumer Staples 14.16%
4 Industrials 12.63%
5 Consumer Discretionary 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-15,058
52
-194,960
53
-4,555
54
-129,514