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
$248M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$4.74M
3
+$3.49M
4
GD icon
General Dynamics
GD
+$2.74M
5
OKE icon
Oneok
OKE
+$2.63M

Top Sells

1
+$5.75M
2
+$2.83M
3
+$2.63M
4
CVS icon
CVS Health
CVS
+$2.19M
5
CMCSA icon
Comcast
CMCSA
+$1.76M

Sector Composition

1 Healthcare 19.85%
2 Technology 16.82%
3 Industrials 11.22%
4 Consumer Discretionary 10.76%
5 Consumer Staples 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11K ﹤0.01%
1,250
52
– –
-11,815
53
– –
-28,883
54
– –
-40,312
55
– –
-113,304
1 2
3