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
$520M
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$13.4M
3
+$10.4M
4
HUM icon
Humana
HUM
+$8.76M
5
COF icon
Capital One
COF
+$7.7M

Top Sells

1
+$7.66M
2
+$7.55M
3
+$6.78M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$4.76M
5
MS icon
Morgan Stanley
MS
+$4.73M

Sector Composition

1 Healthcare 17.89%
2 Financials 16.6%
3 Communication Services 10.36%
4 Industrials 9.8%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$227K 0.04%
+3,014
252
$224K 0.04%
2,273
-466
253
$222K 0.04%
796
-8,923
254
$218K 0.04%
+2,665
255
$218K 0.04%
+12,234
256
$217K 0.04%
+2,700
257
$216K 0.04%
4,277
-500
258
$216K 0.04%
1,459
-100
259
$215K 0.04%
+3,381
260
$214K 0.04%
500
-9,986
261
$211K 0.04%
+10,689
262
$211K 0.04%
25,000
263
$210K 0.04%
25,000
264
$209K 0.04%
+9,196
265
$208K 0.04%
1,397
+53
266
$208K 0.04%
+4,009
267
$207K 0.04%
+901
268
$206K 0.04%
+842
269
$205K 0.04%
+4,786
270
$201K 0.04%
+34,215
271
$200K 0.04%
+3,357
272
$200K 0.04%
2,558
-18,036
273
$192K 0.03%
11,438
-8,985
274
$189K 0.03%
+12,730
275
$178K 0.03%
+10,988
9 10
11
12 13