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
376
$324K 0.02%
+3,079
377
$320K 0.02%
+3,267
378
$317K 0.02%
+9,179
379
$316K 0.02%
+10,729
380
$312K 0.02%
+7,327
381
$311K 0.02%
5,456
+2,386
382
$311K 0.02%
+1,883
383
$309K 0.02%
203
+48
384
$308K 0.02%
+894
385
$306K 0.02%
+9,441
386
$303K 0.02%
+857
387
$298K 0.02%
+21,067
388
$298K 0.02%
22,447
-13,384
389
$296K 0.02%
+306
390
$295K 0.02%
+850
391
$291K 0.02%
+3,855
392
$284K 0.02%
394
-174
393
$283K 0.02%
+2,274
394
$282K 0.02%
+29,226
395
$282K 0.02%
+2,900
396
$277K 0.02%
+2,471
397
$277K 0.02%
+2,007
398
$275K 0.02%
+8,498
399
$274K 0.02%
+5,650
400
$273K 0.02%
7,876
+1,524
14 15
16
17 18