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
$860M
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1 +$14M
2 +$12.4M
3 +$10.2M
4
VIR icon
Vir Biotechnology
VIR
+$10.1M
5
TTD icon
Trade Desk
TTD
+$10M

Top Sells

1 +$14.9M
2 +$14M
3 +$13.6M
4
VRNA
Verona Pharma
VRNA
+$10.4M
5
CNH
CNH Industrial
CNH
+$10.3M

Sector Composition

1 Healthcare 23.78%
2 Technology 15.2%
3 Consumer Discretionary 9.98%
4 Energy 8.83%
5 Industrials 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
-61,040
602
-13,600
603
-12,225
604
-3,685
605
-5,968
606
-12,612
607
-17,066
608
-27,101
609
-7,597
610
-141,176
611
-9,757
612
-5,198
613
-43,627
614
-29,670
615
-3,242
616
-8,811
617
-14,039
618
-8,737
619
-2,400
620
-1,000
621
-384,482
622
-5,470
623
-16,680
624
-7,900
625
-45,299