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
$762M
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
583
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$23.9M
3
+$16.3M
4
SE icon
Sea Limited
SE
+$16.1M
5
IP icon
International Paper
IP
+$15.8M

Top Sells

1
+$18.8M
2
+$17.1M
3
+$11M
4
VOD icon
Vodafone
VOD
+$9.71M
5
AMT icon
American Tower
AMT
+$9.51M

Sector Composition

1 Healthcare 18.4%
2 Technology 14.36%
3 Financials 14.03%
4 Consumer Discretionary 9.32%
5 Industrials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.77M 1.02%
+38,990
27
$7.73M 1.01%
6,466
+3,236
28
$7.44M 0.98%
+35,656
29
$7.16M 0.94%
+33,662
30
$7.07M 0.93%
+40,752
31
$6.88M 0.9%
88,025
+26,230
32
$6.84M 0.9%
+107,059
33
$6.47M 0.85%
272,597
+263,306
34
$6.02M 0.79%
+150,902
35
$5.86M 0.77%
+225,421
36
$5.64M 0.74%
+70,837
37
$5.59M 0.73%
+220,904
38
$5.55M 0.73%
40,378
+36,992
39
$5.5M 0.72%
13,317
+4,986
40
$5.45M 0.72%
12,840
-9,539
41
$5.43M 0.71%
98,976
+57,312
42
$5.29M 0.69%
95,371
+90,207
43
$5.03M 0.66%
6,748
-6,398
44
$5.01M 0.66%
+37,655
45
$4.9M 0.64%
+80,600
46
$4.89M 0.64%
+259,207
47
$4.52M 0.59%
89,625
+85,244
48
$4.43M 0.58%
+26,390
49
$4.4M 0.58%
+202,403
50
$4.4M 0.58%
+36,968
1
2
3 4 5