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
351
$255K 0.03%
+6,159
352
$253K 0.03%
+2,149
353
$253K 0.03%
+12,512
354
$250K 0.03%
+3,453
355
$249K 0.03%
+711
356
$249K 0.03%
25,000
357
$248K 0.03%
25,000
358
$246K 0.03%
+1,084
359
$245K 0.03%
+5,759
360
$244K 0.03%
+1,640
361
$244K 0.03%
+2,246
362
$243K 0.03%
5,280
-346
363
$243K 0.03%
+1,840
364
$243K 0.03%
+391
365
$242K 0.03%
+4,564
366
$241K 0.03%
+5,455
367
$240K 0.03%
533
-41,842
368
$240K 0.03%
+3,591
369
$240K 0.03%
+50
370
$237K 0.03%
+3,793
371
$237K 0.03%
+5,413
372
$237K 0.03%
+21,795
373
$237K 0.03%
+9,343
374
$236K 0.03%
+664
375
$235K 0.03%
+973
13 14
15
16 17