MC

Miramar Capital Portfolio holdings

AUM $451M
1-Year Est. Return 14.07%
This Quarter Est. Return
1 Year Est. Return
+14.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$420M
AUM Growth
+$1.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$7.3M
2
+$2.23M
3
+$2.19M
4
HSY icon
Hershey
HSY
+$2.18M
5
QCOM icon
Qualcomm
QCOM
+$2.01M

Top Sells

1
+$4.4M
2
+$3.71M
3
+$899K
4
AAPL icon
Apple
AAPL
+$816K
5
ABBV icon
AbbVie
ABBV
+$725K

Sector Composition

1 Healthcare 18.66%
2 Technology 16.23%
3 Industrials 13.31%
4 Financials 12.65%
5 Energy 12.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$301K 0.07%
1,713
52
$293K 0.07%
1,765
53
$223K 0.05%
2,772
54
$216K 0.05%
2,190
-157
55
$214K 0.05%
2,442
56
– –
-32,571
57
– –
-4,300
58
– –
-19,793
59
– –
-7,100
1 2
3