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
76
$219K 0.06%
3,775
-4,318
77
$206K 0.05%
+1,492
78
$184K 0.05%
10,000
79
$158K 0.04%
3,200
80
$52.1K 0.01%
+15
81
$43.4K 0.01%
7,100
82
$3.65K ﹤0.01%
1,250
83
– –
-1,528
84
– –
-54,595
85
– –
-4,475
86
– –
-2,045
87
– –
-9,580
88
– –
-5,990
1 2 3
4