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
$953M
AUM Growth
-$4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1 +$20.1M
2 +$16.6M
3 +$15.3M
4
HON icon
Honeywell
HON
+$9.3M
5
CAT icon
Caterpillar
CAT
+$7.56M

Top Sells

1 +$337M
2 +$234M
3 +$211M
4
ADSE icon
ADS-TEC Energy
ADSE
+$198M
5
AAPL icon
Apple
AAPL
+$160M

Sector Composition

1 Industrials 33.36%
2 Financials 17.06%
3 Technology 12.74%
4 Consumer Discretionary 11.5%
5 Consumer Staples 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NBIS
301
Nebius Group N.V.
NBIS
$24.9B
-29,234