MC
Miramar Capital Portfolio holdings
AUM
$423M
This Quarter Return
+6.93%
1 Year Return
+13.3%
3 Year Return
+43.46%
5 Year Return
+95.31%
10 Year Return
–
AUM
$224M
AUM Growth
+$224M
(-0.2%)
Cap. Flow
-$8.28M
Cap. Flow
% of AUM
-3.7%
Top 10 Holdings %
Top 10 Hldgs %
38.85%
Holding
72
New
2
Increased
17
Reduced
27
Closed
24
Top Buys
| 1 |
Dow Inc
DOW
|
$5.83M |
| 2 |
Coca-Cola
KO
|
$5.51M |
| 3 |
Newmont
NEM
|
$3.38M |
| 4 |
Charles Schwab
SCHW
|
$2.63M |
| 5 |
PepsiCo
PEP
|
$1.17M |
Top Sells
| 1 |
Mondelez International
MDLZ
|
$5.9M |
| 2 |
American Electric Power
AEP
|
$5.28M |
| 3 |
Paychex
PAYX
|
$2.14M |
| 4 |
NextEra Energy, Inc.
NEE
|
$1.9M |
| 5 |
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% |
