MFS
Mirabella Financial Services Portfolio holdings
AUM
$953M
1-Year Return
26.75%
This Quarter Return
+2.08%
1 Year Return
+26.75%
3 Year Return
+90.29%
5 Year Return
+169.53%
10 Year Return
–
AUM
$762M
AUM Growth
+$242M
(+47%)
Cap. Flow
+$266M
Cap. Flow
% of AUM
34.99%
Top 10 Holdings %
Top 10 Hldgs %
20.03%
Holding
583
New
305
Increased
68
Reduced
39
Closed
162
Top Buys
| 1 |
Dell
DELL
|
+$25.2M |
| 2 |
Ziff Davis
ZD
|
+$23.9M |
| 3 |
AT&T
T
|
+$16.3M |
| 4 |
Sea Limited
SE
|
+$16.1M |
| 5 |
International Paper
IP
|
+$15.8M |
Top Sells
| 1 |
Costco
COST
|
+$18.8M |
| 2 |
Norfolk Southern
NSC
|
+$17.1M |
| 3 |
Telus
TU
|
+$11M |
| 4 |
Vodafone
VOD
|
+$9.71M |
| 5 |
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% |
