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
$353M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$6.47M
2 +$5.67M
3 +$4.62M
4
UPS icon
United Parcel Service
UPS
+$4.44M
5
JPM icon
JPMorgan Chase
JPM
+$3.84M

Top Sells

1 +$8.06M
2 +$7.02M
3 +$3.32M
4
CVS icon
CVS Health
CVS
+$2.91M
5
LMT icon
Lockheed Martin
LMT
+$1.89M

Sector Composition

1 Healthcare 22%
2 Technology 17.06%
3 Consumer Discretionary 14.78%
4 Industrials 10.69%
5 Consumer Staples 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,900
102
-4,420
103
-5,990
104
-1,528