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
76
$1.71M 0.26%
+61,040
77
$1.69M 0.26%
110,075
+76,540
78
$1.62M 0.25%
+15,600
79
$1.59M 0.24%
+4,369
80
$1.52M 0.23%
+11,493
81
$1.47M 0.22%
6,937
+3,437
82
$1.47M 0.22%
140,000
83
$1.44M 0.22%
+28,815
84
$1.41M 0.21%
+11,331
85
$1.41M 0.21%
33,096
+8,715
86
$1.41M 0.21%
37,505
+24,052
87
$1.41M 0.21%
7,896
+2,453
88
$1.37M 0.21%
33,473
+25,580
89
$1.35M 0.2%
+42,362
90
$1.35M 0.2%
+4,500
91
$1.33M 0.2%
25,652
-8,232
92
$1.33M 0.2%
13,448
+9,868
93
$1.32M 0.2%
53,198
-15,043
94
$1.3M 0.2%
37,149
+25,901
95
$1.3M 0.2%
+30,385
96
$1.3M 0.2%
+6,784
97
$1.29M 0.2%
+5,252
98
$1.29M 0.19%
+23,837
99
$1.29M 0.19%
+61,584
100
$1.27M 0.19%
+21,580