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
51
$4.1M 0.54%
87,203
+58,598
52
$3.9M 0.51%
+55,532
53
$3.86M 0.51%
48,734
+19,503
54
$3.81M 0.5%
+55,380
55
$3.63M 0.48%
+280,140
56
$3.6M 0.47%
+13,217
57
$3.54M 0.46%
+60,565
58
$3.49M 0.46%
75,128
+10,244
59
$3.46M 0.45%
134,563
+43,663
60
$3.45M 0.45%
28,861
+7,008
61
$3.42M 0.45%
+17,094
62
$3.4M 0.45%
+10,850
63
$3.38M 0.44%
+23,908
64
$3.21M 0.42%
+28,458
65
$3.16M 0.41%
24,726
+6,742
66
$2.98M 0.39%
18,391
+1,331
67
$2.98M 0.39%
+61,300
68
$2.98M 0.39%
60,645
+26,073
69
$2.95M 0.39%
44,340
+13,041
70
$2.89M 0.38%
33,570
+28,905
71
$2.87M 0.38%
1,209
+304
72
$2.84M 0.37%
+42,500
73
$2.83M 0.37%
+4,671
74
$2.82M 0.37%
+10,770
75
$2.8M 0.37%
+45,054
1 2
3
4 5