MC
Miramar Capital Portfolio holdings
AUM
$449M
1-Year Est. Return
16.73%
This Fund
S&P 500
1 Year Est. Return
+16.73%
AUM
$458M
AUM Growth
+$6.82M
(+1.5%)
Holding
60
Top Buys
| 1 | +$8.6M | |
| 2 | +$351K | |
| 3 | +$337K | |
| 4 |
Thermo Fisher Scientific
TMO
|
+$196K |
| 5 |
Waste Management
WM
|
+$164K |
Top Sells
| 1 | +$2.85M | |
| 2 | +$400K | |
| 3 | +$324K | |
| 4 |
Kimberly-Clark
KMB
|
+$318K |
| 5 |
Apple
AAPL
|
+$287K |
Sector Composition
| 1 | Technology | 19.39% |
| 2 | Healthcare | 15.75% |
| 3 | Financials | 13.01% |
| 4 | Industrials | 11.96% |
| 5 | Communication Services | 10.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Amazon
AMZN
$2.87T
| $245K | 0.05% |
1,060
|
|
||
52
Procter & Gamble
PG
$332B
| $242K | 0.05% |
1,689
-362
|
|
||
|
FISV
53
Fiserv Inc
FISV
$28.5B
| $222K | 0.05% |
3,300
|
|
||
54
MetLife
MET
$50.9B
| $219K | 0.05% |
2,772
|
|
||
|
55
Thermo Fisher Scientific
TMO
$167B
| $201K | 0.04% |
+347
|
|
||
56
Ford
F
$57.7B
| $134K | 0.03% |
10,219
-10,000
|
|
||
57
Chesapeake Utilities
CPK
$3.06B
| – | – |
-1,500
|
|
||
|
58
Kimberly-Clark
KMB
$32.1B
| – | – |
-2,561
|
|
||
59
United Parcel Service
UPS
$83.7B
| – | – |
-4,789
|
|
||
60
Exxon Mobil
XOM
$633B
| – | – |
-1,998
|
|