MFS
Mirabella Financial Services Portfolio holdings
AUM
$953M
1-Year Return
26.75%
This Quarter Return
+6.35%
1 Year Return
+26.75%
3 Year Return
+90.29%
5 Year Return
+169.53%
10 Year Return
–
AUM
$1.37B
AUM Growth
+$675M
(+97%)
Cap. Flow
+$623M
Cap. Flow
% of AUM
45.39%
Top 10 Holdings %
Top 10 Hldgs %
34.48%
Holding
747
New
333
Increased
89
Reduced
61
Closed
263
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$126M |
| 2 |
Liberty Global Class A
LBTYA
|
+$60.2M |
| 3 |
Liberty Broadband Class C
LBRDK
|
+$45.5M |
| 4 |
ADS-TEC Energy
ADSE
|
+$39.4M |
| 5 |
Carnival PLC
CUK
|
+$39.4M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$20.8M |
| 2 |
TSMC
TSM
|
+$18.8M |
| 3 |
Microsoft
MSFT
|
+$16M |
| 4 |
Stryker
SYK
|
+$13M |
| 5 |
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% |
