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
$860M
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$12.4M
3
+$10.2M
4
VIR icon
Vir Biotechnology
VIR
+$10.1M
5
TTD icon
Trade Desk
TTD
+$10M

Top Sells

1
+$14.9M
2
+$14M
3
+$13.6M
4
VRNA
Verona Pharma
VRNA
+$10.4M
5
CNH
CNH Industrial
CNH
+$10.3M

Sector Composition

1 Healthcare 23.78%
2 Technology 15.2%
3 Consumer Discretionary 9.98%
4 Energy 8.83%
5 Industrials 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$317K 0.03%
+3,354
352
$317K 0.03%
+16,003
353
$312K 0.03%
+25,670
354
$310K 0.03%
+45,610
355
$309K 0.03%
+3,024
356
$308K 0.03%
+2,634
357
$308K 0.03%
+7,400
358
$302K 0.03%
+1,852
359
$302K 0.03%
+16,006
360
$297K 0.03%
+3,115
361
$295K 0.03%
+6,415
362
$295K 0.03%
+9,500
363
$294K 0.03%
+2,426
364
$293K 0.03%
+39,800
365
$290K 0.03%
+49,500
366
$290K 0.03%
+6,791
367
$289K 0.03%
+4,143
368
$285K 0.03%
+5,037
369
$285K 0.03%
+3,493
370
$285K 0.03%
+6,095
371
$285K 0.03%
+2,028
372
$284K 0.03%
+19,951
373
$283K 0.03%
+9,592
374
$281K 0.03%
+4,992
375
$280K 0.03%
+1,399
13 14
15
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