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
$1.37B
AUM Growth
+$675M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
747
New
Increased
Reduced
Closed

Top Buys

1
+$126M
2
+$60.2M
3
+$45.5M
4
ADSE icon
ADS-TEC Energy
ADSE
+$39.4M
5
CUK icon
Carnival PLC
CUK
+$39.4M

Top Sells

1
+$20.8M
2
+$18.8M
3
+$16M
4
SYK icon
Stryker
SYK
+$13M
5
GE icon
GE Aerospace
GE
+$12.2M

Sector Composition

1 Communication Services 28.18%
2 Technology 12.76%
3 Consumer Discretionary 12.36%
4 Industrials 8.41%
5 Financials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$357K 0.03%
+4,192
352
$356K 0.03%
+22,081
353
$355K 0.03%
+849
354
$355K 0.03%
+2,736
355
$355K 0.03%
+1,402
356
$354K 0.03%
2,426
+83
357
$353K 0.03%
4,913
+1,797
358
$353K 0.03%
+2,929
359
$353K 0.03%
+11,132
360
$352K 0.03%
+9,439
361
$351K 0.03%
+3,111
362
$350K 0.03%
+9,389
363
$350K 0.03%
2,670
+465
364
$350K 0.03%
+2,890
365
$346K 0.03%
+4,428
366
$345K 0.02%
+3,834
367
$345K 0.02%
+8,239
368
$345K 0.02%
+9,299
369
$341K 0.02%
+7,669
370
$341K 0.02%
+20,308
371
$339K 0.02%
+20,735
372
$334K 0.02%
+1,361
373
$332K 0.02%
+9,126
374
$325K 0.02%
+8,147
375
$324K 0.02%
+979
13 14
15
16 17