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
$605M
AUM Growth
-$515M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$14.9M
3
+$13.6M
4
ALC icon
Alcon
ALC
+$11.3M
5
CNH
CNH Industrial
CNH
+$10.3M

Top Sells

1
+$234M
2
+$115M
3
+$96.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$58.9M
5
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$35M

Sector Composition

1 Healthcare 40.91%
2 Industrials 12.5%
3 Technology 9.01%
4 Consumer Discretionary 7.81%
5 Energy 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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-16,560
402
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403
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404
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405
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-7,324
406
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407
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408
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-10,375
409
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-33,022
410
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-8,815
411
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-14,233
412
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-81,598
413
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-1,885
414
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415
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416
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-1,297
417
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-3,704
418
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419
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-5,816
420
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-270,601
421
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-16,284
422
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-4,883
423
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-285,000
424
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-10,238
425
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-5,397
15 16
17
18 19