MFS

Mirabella Financial Services Portfolio holdings

AUM $1.15B
1-Year Est. Return 13.8%
This Quarter Est. Return
1 Year Est. Return
+13.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.96B
AUM Growth
+$3.86B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$295M
2
+$229M
3
+$165M
4
AAPL icon
Apple
AAPL
+$157M
5
NVDA icon
NVIDIA
NVDA
+$140M

Top Sells

1
+$22M
2
+$20M
3
+$8.03M
4
MPWR icon
Monolithic Power Systems
MPWR
+$5.93M
5
BEP icon
Brookfield Renewable
BEP
+$5.84M

Sector Composition

1 Technology 21.55%
2 Industrials 15.88%
3 Financials 15.59%
4 Consumer Discretionary 14.17%
5 Healthcare 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
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