MFS

Mirabella Financial Services Portfolio holdings

AUM $1.15B
1-Year Est. Return 13.8%
This Quarter Est. Return
1 Year Est. Return
+13.8%
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
476
$89.7K 0.01%
+11,762
477
$89K 0.01%
+14,912
478
$80.1K 0.01%
+10,143
479
$79K 0.01%
+10,810
480
$77.8K 0.01%
+10,040
481
$75.7K 0.01%
+10,770
482
$68.9K 0.01%
+10,763
483
$29.6K ﹤0.01%
+637
484
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-9,380
485
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-2,000
486
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-32,181
487
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-53,417
488
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-10,000
489
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490
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-45,506
491
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492
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493
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-3,679
494
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495
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496
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497
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498
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499
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500
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-18,500
18 19
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