Asset Manager
← All Institutions
Miramar Capital, LLC
Market Value
$0
-100.0%
Holdings
56
-4
New Purchases
0
Added To
0
Closed
56
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 25 | $0 | 0% |
| Large Cap | 29 | $0 | 0% |
| Mid Cap | 2 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$520.0B
Median Market Cap
$155.1B
Avg P/E
33.3
Median P/E
24.8
Avg Dividend Yield
0.02%
Avg Beta
0.74
# Stocks
47
# ETFs / Funds
9
Top Holdings (56 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ABT | —% | — | — | — | -$10M | -81,083 | -100.0% | SOLD |
| 2 | ACI | —% | — | — | — | -$3M | -152,000 | -100.0% | SOLD |
| 3 | CVX | —% | — | — | — | -$17M | -112,090 | -100.0% | SOLD |
| 4 | ED | —% | — | — | — | -$308K | -3,100 | -100.0% | SOLD |
| 5 | BMY | —% | — | — | — | -$12M | -219,743 | -100.0% | SOLD |
| 6 | GPC | —% | — | — | — | -$10M | -83,047 | -100.0% | SOLD |
| 7 | HD | —% | — | — | — | -$15M | -43,042 | -100.0% | SOLD |
| 8 | ABBV | —% | — | — | — | -$24M | -105,005 | -100.0% | SOLD |
| 9 | KVYO | —% | — | — | — | -$928K | -28,572 | -100.0% | SOLD |
| 10 | BLK | —% | — | — | — | -$11M | -10,336 | -100.0% | SOLD |
| 11 | HSY | —% | — | — | — | -$12M | -65,414 | -100.0% | SOLD |
| 12 | EOG | —% | — | — | — | -$9M | -84,241 | -100.0% | SOLD |
| 13 | VZ | —% | — | — | — | -$18M | -453,028 | -100.0% | SOLD |
| 14 | WM | —% | — | — | — | -$13M | -58,823 | -100.0% | SOLD |
| 15 | MET | —% | — | — | — | -$219K | -2,772 | -100.0% | SOLD |
| 16 | LMT | —% | — | — | — | -$14M | -27,916 | -100.0% | SOLD |
| 17 | JPM | —% | — | — | — | -$17M | -51,414 | -100.0% | SOLD |
| 18 | BAC | —% | — | — | — | -$325K | -5,904 | -100.0% | SOLD |
| 19 | PG | —% | — | — | — | -$242K | -1,689 | -100.0% | SOLD |
| 20 | V | —% | — | — | — | -$15M | -41,798 | -100.0% | SOLD |
| 21 | TMO | —% | — | — | — | -$201K | -347 | -100.0% | SOLD |
| 22 | UNP | —% | — | — | — | -$14M | -62,334 | -100.0% | SOLD |
| 23 | LLY | —% | — | — | — | -$312K | -290 | -100.0% | SOLD |
| 24 | MRK | —% | — | — | — | -$11M | -106,027 | -100.0% | SOLD |
| 25 | MCD | —% | — | — | — | -$16M | -53,092 | -100.0% | SOLD |
| 26 | JNJ | —% | — | — | — | -$347K | -1,675 | -100.0% | SOLD |
| 27 | KR | —% | — | — | — | -$8M | -131,577 | -100.0% | SOLD |
| 28 | EMR | —% | — | — | — | -$370K | -2,790 | -100.0% | SOLD |
| 29 | CW | —% | — | — | — | -$593K | -1,075 | -100.0% | SOLD |
| 30 | GD | —% | — | — | — | -$12M | -37,118 | -100.0% | SOLD |
| 31 | MDT | —% | — | — | — | -$14M | -146,412 | -100.0% | SOLD |
| 32 | OKE | —% | — | — | — | -$16M | -214,611 | -100.0% | SOLD |
| 33 | PNC | —% | — | — | — | -$358K | -1,713 | -100.0% | SOLD |
| 34 | COST | —% | — | — | — | -$466K | -540 | -100.0% | SOLD |
| 35 | FAST | —% | — | — | — | -$433K | -10,800 | -100.0% | SOLD |
| 36 | CME | —% | — | — | — | -$16M | -57,389 | -100.0% | SOLD |
| 37 | AMZN | —% | — | — | — | -$245K | -1,060 | -100.0% | SOLD |
| 38 | AAPL | —% | — | — | — | -$15M | -53,696 | -100.0% | SOLD |
| 39 | PEP | —% | — | — | — | -$18M | -123,909 | -100.0% | SOLD |
| 40 | VTI | —% | — | — | — | -$910K | -2,713 | -100.0% | SOLD |
| 41 | QCOM | —% | — | — | — | -$13M | -77,041 | -100.0% | SOLD |
| 42 | SCHD | —% | — | — | — | -$2M | -79,770 | -100.0% | SOLD |
| 43 | VIG | —% | — | — | — | -$3M | -13,631 | -100.0% | SOLD |
| 44 | SPY | —% | — | — | — | -$2M | -2,654 | -100.0% | SOLD |
| 45 | AVGO | —% | — | — | — | -$25M | -72,584 | -100.0% | SOLD |
| 46 | GOOGL | —% | — | — | — | -$27M | -87,577 | -100.0% | SOLD |
| 47 | GLD | —% | — | — | — | -$1M | -2,640 | -100.0% | SOLD |
| 48 | MSFT | —% | — | — | — | -$26M | -53,077 | -100.0% | SOLD |
| 49 | QQQ | —% | — | — | — | -$477K | -776 | -100.0% | SOLD |
| 50 | VO | —% | — | — | — | -$316K | -1,088 | -100.0% | SOLD |
| 51 | MDY | —% | — | — | — | -$755K | -1,252 | -100.0% | SOLD |
| 52 | PAYX | —% | — | — | — | -$9M | -80,342 | -100.0% | SOLD |
| 53 | VYM | —% | — | — | — | -$1M | -9,066 | -100.0% | SOLD |
| 54 | BRK-B | —% | — | — | — | -$694K | -1,381 | -100.0% | SOLD |
| 55 | F-PD | —% | — | — | — | -$134K | -10,219 | -100.0% | SOLD |
| 56 | FI | —% | — | — | — | -$222K | -3,300 | -100.0% | SOLD |