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
426
$201K 0.02%
+2,712
427
$200K 0.02%
+6,400
428
$199K 0.02%
+27,506
429
$198K 0.02%
11,809
-1,402
430
$192K 0.02%
+15,900
431
$182K 0.02%
11,804
-9,059
432
$167K 0.02%
10,383
-751
433
$164K 0.02%
+92,700
434
$149K 0.02%
+15,413
435
$143K 0.02%
+135,907
436
$134K 0.01%
+18,346
437
$124K 0.01%
+42,744
438
$123K 0.01%
+11,933
439
$122K 0.01%
+14,540
440
$112K 0.01%
+18,697
441
$111K 0.01%
+33,986
442
$108K 0.01%
+32,760
443
$107K 0.01%
+41,870
444
$107K 0.01%
+76,814
445
$96K 0.01%
+88,900
446
$93.7K 0.01%
+18,970
447
$81.6K 0.01%
+13,594
448
$77.9K 0.01%
+22,914
449
$74.9K 0.01%
+14,974
450
$71.5K 0.01%
+10,483
16 17
18
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