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
51
$4.96M 0.54%
11,610
+8,491
52
$4.96M 0.54%
+401,047
53
$4.84M 0.53%
+26,913
54
$4.7M 0.51%
22,950
+21,604
55
$4.67M 0.51%
20,799
+18,106
56
$4.66M 0.51%
+658,517
57
$4.61M 0.5%
152,984
+134,849
58
$4.5M 0.49%
139,641
+75,708
59
$4.49M 0.49%
+60,684
60
$4.46M 0.49%
69,430
+59,340
61
$4.38M 0.48%
+129,857
62
$4.31M 0.47%
+79,920
63
$4.26M 0.47%
500,000
+482,072
64
$4.23M 0.46%
82,209
+45,404
65
$4.2M 0.46%
+70,641
66
$4.13M 0.45%
+63,200
67
$4.07M 0.45%
+36,309
68
$4.06M 0.45%
+19,350
69
$3.97M 0.43%
+24,106
70
$3.89M 0.43%
47,328
+33,187
71
$3.85M 0.42%
+18,835
72
$3.8M 0.42%
176,554
+14,100
73
$3.59M 0.39%
+46,640
74
$3.44M 0.38%
+34,087
75
$3.43M 0.38%
55,506
+50,404
1 2
3
4 5