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
451
$209K 0.02%
+1,777
452
$209K 0.02%
+18,384
453
$206K 0.01%
+3,339
454
$206K 0.01%
+8,346
455
$205K 0.01%
+9,451
456
$205K 0.01%
499
-19,783
457
$204K 0.01%
5,402
-5,098
458
$204K 0.01%
+314
459
$200K 0.01%
+9,686
460
$196K 0.01%
60,300
-1,560
461
$193K 0.01%
+24,293
462
$184K 0.01%
+19,382
463
$179K 0.01%
+16,274
464
$170K 0.01%
+11,625
465
$163K 0.01%
10,633
-15,709
466
$150K 0.01%
+10,194
467
$143K 0.01%
+14,168
468
$142K 0.01%
+17,927
469
$130K 0.01%
+11,556
470
$116K 0.01%
+17,432
471
$106K 0.01%
+14,413
472
$105K 0.01%
+10,117
473
$105K 0.01%
+10,884
474
$94.2K 0.01%
+12,689
475
$92.9K 0.01%
+13,537
17 18
19
20 21