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
251
$452K 0.06%
+20,426
252
$451K 0.06%
+9,331
253
$446K 0.06%
2,573
-9,086
254
$446K 0.06%
+1,305
255
$444K 0.06%
+8,145
256
$442K 0.06%
+3,055
257
$436K 0.06%
+1,571
258
$434K 0.06%
+11,398
259
$433K 0.06%
+50,000
260
$431K 0.06%
+1,208
261
$430K 0.06%
+1,881
262
$429K 0.06%
+32,230
263
$428K 0.06%
+20,640
264
$420K 0.06%
+5,293
265
$416K 0.05%
+35,828
266
$411K 0.05%
+9,638
267
$406K 0.05%
+1,652
268
$406K 0.05%
+3,016
269
$405K 0.05%
+5,350
270
$404K 0.05%
+4,261
271
$399K 0.05%
+4,214
272
$395K 0.05%
+1,367
273
$394K 0.05%
11,643
-60,007
274
$390K 0.05%
+7,430
275
$387K 0.05%
+15,226
9 10
11
12 13