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
$295M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$3.09M
3
+$1.64M
4
MDT icon
Medtronic
MDT
+$1.48M
5
VZ icon
Verizon
VZ
+$1.24M

Top Sells

1
+$3.02M
2
+$797K
3
+$123K
4
BA icon
Boeing
BA
+$84.1K
5
HD icon
Home Depot
HD
+$65.2K

Sector Composition

1 Healthcare 21.39%
2 Technology 18.18%
3 Consumer Discretionary 10.94%
4 Industrials 10.91%
5 Consumer Staples 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$302K 0.1%
2,180
-40
52
$255K 0.09%
+493
53
$235K 0.08%
+2,985
54
$234K 0.08%
5,990
55
$224K 0.08%
+3,537
56
$220K 0.07%
+1,320
57
$215K 0.07%
+1,528
58
$203K 0.07%
+405
59
$202K 0.07%
546
-20
60
– –
-1,250
1 2
3