MFS
Mirabella Financial Services Portfolio holdings
AUM
$953M
1-Year Return
26.75%
This Quarter Return
-3.96%
1 Year Return
+26.75%
3 Year Return
+90.29%
5 Year Return
+169.53%
10 Year Return
–
AUM
$2.51B
AUM Growth
+$1.41B
(+129%)
Cap. Flow
+$1.37B
Cap. Flow
% of AUM
54.63%
Top 10 Holdings %
Top 10 Hldgs %
39.21%
Holding
313
New
81
Increased
134
Reduced
25
Closed
51
Top Buys
| 1 |
Microsoft
MSFT
|
+$95.3M |
| 2 |
Amazon
AMZN
|
+$68.9M |
| 3 |
Apple
AAPL
|
+$66M |
| 4 |
ADS-TEC Energy
ADSE
|
+$64.9M |
| 5 |
Steel Dynamics
STLD
|
+$57.2M |
Top Sells
| 1 |
NexGen Energy
NXE
|
+$22M |
| 2 |
ePlus
PLUS
|
+$20M |
| 3 |
Vale
VALE
|
+$13M |
| 4 |
Monolithic Power Systems
MPWR
|
+$5.93M |
| 5 |
Brookfield Renewable
BEP
|
+$5.84M |
Sector Composition
| 1 | Technology | 21.41% |
| 2 | Industrials | 15.89% |
| 3 | Financials | 15.41% |
| 4 | Consumer Discretionary | 14.45% |
| 5 | Healthcare | 8.55% |
