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
76
$486K 0.13%
3,540
+1,082
77
$478K 0.13%
+5,730
78
$444K 0.12%
+5,125
79
$430K 0.12%
+2,845
80
$428K 0.12%
+4,420
81
$411K 0.11%
+3,595
82
$397K 0.11%
1,124
-20
83
$396K 0.11%
+1,913
84
$375K 0.1%
+3,042
85
$361K 0.1%
+2,904
86
$356K 0.1%
+1,700
87
$324K 0.09%
2,156
-24
88
$308K 0.08%
1,609
-23
89
$291K 0.08%
+2,699
90
$290K 0.08%
+5,459
91
$273K 0.07%
1,048
-61
92
$266K 0.07%
+12,700
93
$256K 0.07%
+1,730
94
$256K 0.07%
+3,100
95
$230K 0.06%
5,990
96
$226K 0.06%
+2,899
97
$222K 0.06%
+10,000
98
$222K 0.06%
+2,900
99
$209K 0.06%
+1,500
100
$209K 0.06%
1,528
1 2 3
4
5