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
$365M
AUM Growth
+$69.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$8.13M
2
+$4.79M
3
+$3.96M
4
JPM icon
JPMorgan Chase
JPM
+$3.73M
5
AAPL icon
Apple
AAPL
+$2.67M

Top Sells

1
+$5.1M
2
+$2.93M
3
+$2.79M
4
NEM icon
Newmont
NEM
+$2.57M
5
LMT icon
Lockheed Martin
LMT
+$2.11M

Sector Composition

1 Healthcare 20.73%
2 Technology 16.57%
3 Consumer Discretionary 12.04%
4 Industrials 9.85%
5 Financials 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$890K 0.24%
1,745
+1,340
52
$888K 0.24%
10,486
+5,740
53
$850K 0.23%
+11,575
54
$837K 0.23%
+11,457
55
$830K 0.23%
+4,500
56
$815K 0.22%
7,808
57
$770K 0.21%
+21,795
58
$768K 0.21%
+2,118
59
$738K 0.2%
8,685
+5,700
60
$726K 0.2%
+1,261
61
$704K 0.19%
2,460
+1,092
62
$702K 0.19%
+8,484
63
$694K 0.19%
+7,325
64
$683K 0.19%
+3,783
65
$662K 0.18%
+2,195
66
$641K 0.18%
+23,510
67
$611K 0.17%
1,246
+753
68
$610K 0.17%
+18,850
69
$581K 0.16%
3,805
+632
70
$534K 0.15%
+2,400
71
$517K 0.14%
+3,980
72
$511K 0.14%
+2,490
73
$503K 0.14%
+852
74
$499K 0.14%
+15,000
75
$495K 0.14%
3,681
+303
1 2
3
4 5