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
$295M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$3.09M
3
+$1.64M
4
MDT icon
Medtronic
MDT
+$1.48M
5
VZ icon
Verizon
VZ
+$1.24M

Top Sells

1
+$3.02M
2
+$797K
3
+$123K
4
BA icon
Boeing
BA
+$84.1K
5
HD icon
Home Depot
HD
+$65.2K

Sector Composition

1 Healthcare 21.39%
2 Technology 18.18%
3 Consumer Discretionary 10.94%
4 Industrials 10.91%
5 Consumer Staples 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.2M 4.49%
74,543
+2,286
2
$13M 4.41%
195,290
+640
3
$12.7M 4.31%
73,139
+2,462
4
$12.3M 4.19%
91,170
+2,513
5
$11.3M 3.83%
33,606
-367
6
$10.6M 3.59%
170,695
+6,220
7
$10.2M 3.47%
24,623
-157
8
$9.98M 3.39%
28,090
+1,926
9
$9.59M 3.25%
68,127
+1,569
10
$9.5M 3.22%
44,319
+1,292
11
$9.48M 3.22%
91,930
+3,035
12
$9.19M 3.12%
48,762
+1,900
13
$9.07M 3.08%
57,270
+327
14
$9.06M 3.07%
153,052
+7,705
15
$8.84M 3%
52,964
+386
16
$8.62M 2.92%
50,384
-4,658
17
$8.41M 2.85%
109,688
+10,480
18
$8.27M 2.8%
30,832
+1,058
19
$8.22M 2.79%
158,265
+23,945
20
$8.19M 2.78%
139,326
+5,455
21
$7.88M 2.67%
156,535
+32,683
22
$7.67M 2.6%
127,019
+7,393
23
$7.2M 2.44%
69,554
+14,308
24
$6.83M 2.32%
48,728
+1,934
25
$6.72M 2.28%
62,080
+9,566
1
2 3