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
276
$386K 0.05%
+14,280
277
$385K 0.05%
17,253
+2,800
278
$380K 0.05%
+14,080
279
$379K 0.05%
+1,195
280
$374K 0.05%
+1,557
281
$374K 0.05%
+1,083
282
$374K 0.05%
+3,990
283
$366K 0.05%
+2,319
284
$361K 0.05%
+10,840
285
$358K 0.05%
+4,263
286
$358K 0.05%
+2,564
287
$357K 0.05%
+6,100
288
$357K 0.05%
+27,450
289
$356K 0.05%
+1,705
290
$355K 0.05%
5,744
-2,886
291
$352K 0.05%
+2,839
292
$350K 0.05%
+30,120
293
$341K 0.04%
+6,947
294
$341K 0.04%
+10,000
295
$341K 0.04%
+15,700
296
$340K 0.04%
+9,644
297
$339K 0.04%
+2,251
298
$338K 0.04%
+10,100
299
$332K 0.04%
5,840
+1,700
300
$331K 0.04%
+1,958
10 11
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