MFS
Mirabella Financial Services Portfolio holdings
AUM
$1.18B
1-Year Est. Return
14.25%
1 Year Est. Return
+14.25%
AUM
$1.18B
AUM Growth
+$226M
(+24%)
Holding
304
Top Buys
| 1 | +$96.8M | |
| 2 | +$16.5M | |
| 3 | +$15.7M | |
| 4 |
Equinor
EQNR
|
+$15.2M |
| 5 |
Apple
AAPL
|
+$12.7M |
Top Sells
| 1 | +$19.7M | |
| 2 | +$19M | |
| 3 | +$17.8M | |
| 4 |
First Foundation Inc
FFWM
|
+$17.6M |
| 5 |
Atlantic Union Bankshares
AUB
|
+$12M |
Sector Composition
| 1 | Industrials | 24.07% |
| 2 | Technology | 16.78% |
| 3 | Financials | 13.05% |
| 4 | Consumer Discretionary | 11.54% |
| 5 | Materials | 11.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Valaris
VAL
$4.22B
| – | – |
-30,000
|
|
||
302
Wabtec
WAB
$36.5B
| – | – |
-28,477
|
|
||
303
Flutter Entertainment
FLUT
$36.9B
| – | – |
-2,684
|
|