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
$796M
AUM Growth
+$437M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$20.2M
3
+$19.8M
4
TU icon
Telus
TU
+$16.6M
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$15.2M

Top Sells

1
+$27.2M
2
+$10.6M
3
+$7.75M
4
PBCT
People's United Financial Inc
PBCT
+$7.4M
5
XHB icon
State Street SPDR S&P Homebuilders ETF
XHB
+$7.35M

Sector Composition

1 Technology 16.51%
2 Financials 16.21%
3 Healthcare 12.46%
4 Communication Services 10.13%
5 Consumer Discretionary 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
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