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
$141M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$1.84M
3
+$1.66M
4
T icon
AT&T
T
+$1.64M
5
WM icon
Waste Management
WM
+$1.53M

Top Sells

1
+$2.89M
2
+$1.7M
3
+$1.57M
4
MMM icon
3M
MMM
+$1.01M
5
AAPL icon
Apple
AAPL
+$908K

Sector Composition

1 Healthcare 22.61%
2 Technology 15.79%
3 Industrials 14.75%
4 Consumer Discretionary 13.61%
5 Consumer Staples 13.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.68M 4.73%
18,033
+14
2
$6.54M 4.64%
50,738
-26
3
$6.19M 4.39%
28,728
-117
4
$6.09M 4.32%
96,415
+6,680
5
$6.08M 4.31%
46,387
+410
6
$6.06M 4.29%
135,777
+675
7
$5.93M 4.2%
114,544
-17,540
8
$5.83M 4.13%
50,394
-670
9
$5.64M 4%
99,646
-5,169
10
$5.58M 3.96%
39,825
-2,227
11
$5.3M 3.75%
44,799
+15,545
12
$4.88M 3.45%
38,277
-135
13
$4.65M 3.29%
45,530
+6,775
14
$4.54M 3.22%
49,878
-616
15
$4.42M 3.13%
79,649
+20,178
16
$4.18M 2.96%
53,589
+716
17
$4.16M 2.95%
83,828
-719
18
$3.99M 2.82%
19,634
+117
19
$3.94M 2.79%
18,365
-300
20
$3.83M 2.71%
22,002
+2,952
21
$3.6M 2.55%
53,993
+13,023
22
$3.34M 2.36%
34,229
+3,437
23
$3.14M 2.23%
26,913
+13,091
24
$2.94M 2.08%
8,438
+45
25
$2.59M 1.83%
50,523
-33,167
1
2 3