MFS

Mirabella Financial Services Portfolio holdings

AUM $1.18B
1-Year Est. Return 14.25%
This Quarter Est. Return
1 Year Est. Return
+14.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$762M
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
583
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$23.9M
3
+$16.3M
4
SE icon
Sea Limited
SE
+$16.1M
5
IP icon
International Paper
IP
+$15.8M

Top Sells

1
+$18.8M
2
+$17.1M
3
+$11M
4
VOD icon
Vodafone
VOD
+$9.71M
5
AMT icon
American Tower
AMT
+$9.51M

Sector Composition

1 Healthcare 18.4%
2 Technology 14.36%
3 Financials 14.03%
4 Consumer Discretionary 9.32%
5 Industrials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$531K 0.07%
+8,719
227
$526K 0.07%
+69,870
228
$521K 0.07%
+5,724
229
$514K 0.07%
+4,598
230
$510K 0.07%
+2,603
231
$504K 0.07%
10,136
+5,020
232
$504K 0.07%
+12,243
233
$495K 0.07%
+1,548
234
$495K 0.07%
50,000
235
$495K 0.07%
49,600
-400
236
$494K 0.06%
25,022
-3,985
237
$494K 0.06%
50,000
238
$491K 0.06%
8,209
-30,311
239
$488K 0.06%
+4,423
240
$482K 0.06%
+5,200
241
$479K 0.06%
5,918
-25,972
242
$476K 0.06%
5,882
+3,039
243
$474K 0.06%
+11,200
244
$460K 0.06%
3,717
+35
245
$460K 0.06%
+9,616
246
$457K 0.06%
+13,257
247
$457K 0.06%
+21,500
248
$456K 0.06%
4,522
+2,173
249
$456K 0.06%
+3,412
250
$455K 0.06%
+4,373
8 9
10
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