MFS

Mirabella Financial Services Portfolio holdings

AUM $953M
1-Year Est. Return 26.71%
This Quarter Est. Return
1 Year Est. Return
+26.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$605M
AUM Growth
-$515M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$14.9M
3
+$13.6M
4
ALC icon
Alcon
ALC
+$11.3M
5
CNH
CNH Industrial
CNH
+$10.3M

Top Sells

1
+$234M
2
+$115M
3
+$96.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$58.9M
5
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$35M

Sector Composition

1 Healthcare 40.91%
2 Industrials 12.5%
3 Technology 9.01%
4 Consumer Discretionary 7.81%
5 Energy 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.16M 0.48%
+200,000
52
$3.14M 0.48%
+24,297
53
$3.13M 0.47%
141,176
+102,128
54
$3.12M 0.47%
22,338
+19,282
55
$3.09M 0.47%
+111,390
56
$3.06M 0.46%
122,732
+41,096
57
$2.98M 0.45%
162,454
-14,100
58
$2.96M 0.45%
30,154
+17,502
59
$2.82M 0.43%
93,675
+24,325
60
$2.73M 0.41%
53,053
-25,857
61
$2.62M 0.4%
2,839
+2,371
62
$2.51M 0.38%
+28,260
63
$2.48M 0.38%
6,054
-9,028
64
$2.47M 0.37%
63,933
-38,047
65
$2.43M 0.37%
8,446
+4,242
66
$2.43M 0.37%
+44,576
67
$2.4M 0.36%
+9,757
68
$2.36M 0.36%
29,670
-27,025
69
$2.29M 0.35%
+33,825
70
$2.2M 0.33%
+43,061
71
$2.14M 0.32%
15,933
+10,095
72
$2.12M 0.32%
+66,363
73
$1.87M 0.28%
97,041
+60,060
74
$1.83M 0.28%
+140,604
75
$1.83M 0.28%
+42,222
1 2
3
4 5