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
501
-4,135
502
-91,340
503
-18,591
504
-64,594
505
-64,387
506
-10,000
507
-839
508
-3,381
509
-2,250
510
-217,958
511
-10,255
512
-3,247
513
-2,277
514
-245,920
515
-2,895
516
-5,829
517
-2,761
518
-154,702
519
-56,040
520
-39,320
521
-2,558
522
-275,130
523
-2,946
524
0
525
-4,322