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
$762M
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
583
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$23.9M
3
+$16.3M
4
SE icon
Sea Limited
SE
+$16.1M
5
IP icon
International Paper
IP
+$15.8M

Top Sells

1
+$18.8M
2
+$17.1M
3
+$11M
4
VOD icon
Vodafone
VOD
+$9.71M
5
AMT icon
American Tower
AMT
+$9.51M

Sector Composition

1 Healthcare 18.4%
2 Technology 14.36%
3 Financials 14.03%
4 Consumer Discretionary 9.32%
5 Industrials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$329K 0.04%
+15,228
302
$324K 0.04%
+951
303
$324K 0.04%
+1,697
304
$322K 0.04%
3,649
+980
305
$322K 0.04%
+15,350
306
$317K 0.04%
1,372
+471
307
$316K 0.04%
+11,837
308
$313K 0.04%
+2,190
309
$312K 0.04%
+1,670
310
$311K 0.04%
+7,665
311
$308K 0.04%
+9,025
312
$308K 0.04%
+1,844
313
$306K 0.04%
+5,015
314
$305K 0.04%
4,874
+511
315
$301K 0.04%
+2,959
316
$298K 0.04%
759
+49
317
$297K 0.04%
889
-13,985
318
$297K 0.04%
+1,720
319
$297K 0.04%
+5,260
320
$294K 0.04%
3,381
+44
321
$293K 0.04%
+18,561
322
$292K 0.04%
+24,264
323
$292K 0.04%
+2,391
324
$291K 0.04%
+1,974
325
$289K 0.04%
4,884
-34,225
11 12
13
14 15