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
$389M
AUM Growth
+$7.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$9.78M
2
+$7.61M
3
+$6.91M
4
CVX icon
Chevron
CVX
+$4.34M
5
MDT icon
Medtronic
MDT
+$2.36M

Top Sells

1
+$9.64M
2
+$9.49M
3
+$4.44M
4
GPC icon
Genuine Parts
GPC
+$3.06M
5
MRK icon
Merck
MRK
+$2.87M

Sector Composition

1 Technology 19.79%
2 Healthcare 17.7%
3 Industrials 13.89%
4 Consumer Discretionary 13.09%
5 Consumer Staples 11.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$524K 0.13%
1,144
-200
52
$442K 0.11%
15,900
-3,680
53
$428K 0.11%
4,125
-1,560
54
$389K 0.1%
4,465
-175
55
$363K 0.09%
1,715
-26
56
$355K 0.09%
2,016
-50
57
$347K 0.09%
3,163
58
$338K 0.09%
6,473
-7,797
59
$333K 0.09%
1,077
-182
60
$322K 0.08%
2,400
61
$316K 0.08%
1,300
-400
62
$310K 0.08%
2,438
63
$306K 0.08%
11,980
64
$305K 0.08%
3,043
-162
65
$303K 0.08%
525
-110
66
$300K 0.08%
7,354
-4,127
67
$295K 0.08%
1,655
68
$287K 0.07%
3,472
-114,690
69
$285K 0.07%
12,700
70
$271K 0.07%
1,278
-25
71
$259K 0.07%
2,900
72
$254K 0.07%
1,708
-546
73
$238K 0.06%
1,067
-110
74
$238K 0.06%
2,160
-900
75
$228K 0.06%
1,736
-1,575
1 2
3
4