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
$224M
AUM Growth
-$450K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$5.83M
2
+$5.51M
3
+$3.38M
4
SCHW icon
Charles Schwab
SCHW
+$2.63M
5
PEP icon
PepsiCo
PEP
+$1.17M

Top Sells

1
+$5.9M
2
+$5.28M
3
+$2.14M
4
NEE icon
NextEra Energy
NEE
+$1.9M
5
QCOM icon
Qualcomm
QCOM
+$1.4M

Sector Composition

1 Healthcare 21.59%
2 Technology 17.51%
3 Materials 11.01%
4 Consumer Discretionary 10.86%
5 Industrials 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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