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
76
$2.68M 0.35%
+26,726
77
$2.67M 0.35%
+103,358
78
$2.65M 0.35%
+69,255
79
$2.62M 0.34%
+120,913
80
$2.6M 0.34%
+140,208
81
$2.53M 0.33%
+78,840
82
$2.52M 0.33%
+11,445
83
$2.51M 0.33%
40,845
-559
84
$2.5M 0.33%
31,300
+20,500
85
$2.5M 0.33%
+91,920
86
$2.43M 0.32%
+131,473
87
$2.4M 0.32%
+24,550
88
$2.37M 0.31%
26,250
-46,340
89
$2.35M 0.31%
+56,400
90
$2.35M 0.31%
23,015
+13,685
91
$2.33M 0.31%
167,271
+86,801
92
$2.33M 0.31%
28,349
-13,004
93
$2.15M 0.28%
+308,100
94
$2.12M 0.28%
+103,827
95
$2.06M 0.27%
12,324
+9,937
96
$2.06M 0.27%
+12,560
97
$2.06M 0.27%
+70,000
98
$2.02M 0.27%
15,700
+13,334
99
$2.01M 0.26%
9,013
-6,287
100
$2M 0.26%
+31,792
2 3
4
5 6