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
326
$288K 0.04%
+1,309
327
$288K 0.04%
+4,218
328
$288K 0.04%
+2,160
329
$287K 0.04%
+860
330
$287K 0.04%
+8,536
331
$285K 0.04%
+501
332
$275K 0.04%
+2,726
333
$274K 0.04%
+1,838
334
$271K 0.04%
+1,356
335
$270K 0.04%
+3,576
336
$270K 0.04%
4,541
-18,593
337
$270K 0.04%
5,202
-1,857
338
$267K 0.04%
+3,330
339
$265K 0.03%
+12,966
340
$265K 0.03%
+26,855
341
$263K 0.03%
+14,120
342
$263K 0.03%
51,314
+17,099
343
$261K 0.03%
1,797
-1,457
344
$261K 0.03%
660
-228
345
$261K 0.03%
+1,565
346
$261K 0.03%
+13,778
347
$258K 0.03%
+1,394
348
$256K 0.03%
+7,152
349
$256K 0.03%
+7,771
350
$256K 0.03%
+7,457
12 13
14
15 16