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
$172M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$4.74M
2 +$2.68M
3 +$978K
4
VZ icon
Verizon
VZ
+$854K
5
PEP icon
PepsiCo
PEP
+$401K

Top Sells

1 +$4.94M
2 +$2.28M
3 +$1.45M
4
AAPL icon
Apple
AAPL
+$1.41M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$351K

Sector Composition

1 Healthcare 23.89%
2 Technology 21.08%
3 Consumer Discretionary 12.82%
4 Industrials 12.51%
5 Consumer Staples 11.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$4K ﹤0.01%
+1,250
52
$1K ﹤0.01%
+14,920
53
-80,058