MFS
Mirabella Financial Services Portfolio holdings
AUM
$1.15B
1-Year Est. Return
13.8%
1 Year Est. Return
+13.8%
AUM
$1.15B
AUM Growth
+$198M
(+21%)
Holding
310
Top Buys
| 1 | +$22.4M | |
| 2 | +$16.5M | |
| 3 | +$15.7M | |
| 4 |
Apple
AAPL
|
+$12.7M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$12.5M |
Top Sells
| 1 | +$19.7M | |
| 2 | +$19M | |
| 3 | +$17.8M | |
| 4 |
Atlantic Union Bankshares
AUB
|
+$12M |
| 5 |
Frontline
FRO
|
+$11.9M |
Sector Composition
| 1 | Industrials | 26.46% |
| 2 | Technology | 17.5% |
| 3 | Financials | 13.62% |
| 4 | Consumer Discretionary | 11.97% |
| 5 | Healthcare | 6.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Brookfield Asset Management
BAM
$85.1B
| – | – |
-12,767
|
|
||
302
British American Tobacco
BTI
$126B
| – | – |
-41,420
|
|
||
303
AB InBev
BUD
$133B
| – | – |
-21,676
|
|
||
304
Deere & Co
DE
$139B
| – | – |
-5,922
|
|
||
305
Ecolab
ECL
$78.5B
| – | – |
-7,977
|
|
||
306
Entegris
ENTG
$17.8B
| – | – |
-12,700
|
|
||
307
EPAM Systems
EPAM
$11.7B
| – | – |
-8,628
|
|
||
308
Elastic
ESTC
$7.52B
| – | – |
-5,800
|
|
||
309
Extreme Networks
EXTR
$2.13B
| – | – |
-31,400
|
|