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
376
$235K 0.03%
+7,330
377
$233K 0.03%
+7,863
378
$232K 0.03%
+821
379
$230K 0.03%
+4,006
380
$229K 0.03%
3,560
-2,385
381
$228K 0.03%
+5,849
382
$226K 0.03%
+1,108
383
$225K 0.03%
+12,116
384
$224K 0.03%
+2,515
385
$224K 0.03%
+3,194
386
$224K 0.03%
+2,454
387
$223K 0.03%
+10,920
388
$223K 0.03%
+13,356
389
$222K 0.03%
+693
390
$222K 0.03%
+755
391
$222K 0.03%
+12,150
392
$220K 0.03%
+3,270
393
$220K 0.03%
+10,800
394
$213K 0.03%
7,507
-676
395
$213K 0.03%
+4,737
396
$213K 0.03%
+5,000
397
$213K 0.03%
+9,361
398
$209K 0.03%
+2,683
399
$207K 0.03%
+1,175
400
$206K 0.03%
13,520
+2,082
14 15
16
17 18