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
$520M
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$13.4M
3
+$10.4M
4
HUM icon
Humana
HUM
+$8.76M
5
COF icon
Capital One
COF
+$7.7M

Top Sells

1
+$7.66M
2
+$7.55M
3
+$6.78M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$4.76M
5
MS icon
Morgan Stanley
MS
+$4.73M

Sector Composition

1 Healthcare 17.89%
2 Financials 16.6%
3 Communication Services 10.36%
4 Industrials 9.8%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.58M 0.64%
+42,015
52
$3.58M 0.64%
15,300
+6,628
53
$3.54M 0.63%
14,509
+5,142
54
$3.42M 0.61%
59,060
55
$3.4M 0.61%
+23,134
56
$3.38M 0.61%
41,353
+13,925
57
$3.35M 0.6%
+375,823
58
$3.22M 0.58%
14,693
+8,333
59
$3.11M 0.56%
2,812
+493
60
$3.08M 0.55%
8,331
-20,696
61
$3.02M 0.54%
+56,040
62
$3.02M 0.54%
+29,420
63
$2.98M 0.53%
+73,123
64
$2.94M 0.53%
64,884
-22,466
65
$2.87M 0.51%
+18,591
66
$2.61M 0.47%
47,084
+42,618
67
$2.61M 0.47%
+39,109
68
$2.61M 0.47%
71,650
+37,726
69
$2.6M 0.47%
+64,594
70
$2.51M 0.45%
+90,900
71
$2.5M 0.45%
+41,462
72
$2.49M 0.45%
+30,720
73
$2.46M 0.44%
29,231
-30,497
74
$2.46M 0.44%
+31,890
75
$2.44M 0.44%
40,798
+33,689
1 2
3
4 5