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
426
$236K 0.02%
+1,942
427
$236K 0.02%
+4,995
428
$236K 0.02%
3,995
-13,290
429
$232K 0.02%
+3,835
430
$230K 0.02%
+1,368
431
$230K 0.02%
+20,464
432
$226K 0.02%
4,513
-10,041
433
$226K 0.02%
+4,173
434
$226K 0.02%
+8,554
435
$226K 0.02%
+9,069
436
$225K 0.02%
+4,033
437
$220K 0.02%
+8,584
438
$219K 0.02%
+13,713
439
$218K 0.02%
2,165
-130
440
$217K 0.02%
+3,463
441
$214K 0.02%
738
+190
442
$214K 0.02%
+1,623
443
$214K 0.02%
5,089
-13,419
444
$212K 0.02%
+6,538
445
$212K 0.02%
+1,704
446
$211K 0.02%
+2,547
447
$211K 0.02%
3,338
-2,762
448
$210K 0.02%
2,057
-2,949
449
$209K 0.02%
+1,205
450
$209K 0.02%
+2,827
16 17
18
19 20