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
101
$1.99M 0.26%
+4,465
102
$1.99M 0.26%
+71,404
103
$1.93M 0.25%
45,727
+938
104
$1.88M 0.25%
57,483
+16,983
105
$1.79M 0.23%
11,852
+9,586
106
$1.77M 0.23%
+58,500
107
$1.73M 0.23%
96,735
-207,405
108
$1.68M 0.22%
+135,500
109
$1.66M 0.22%
+19,688
110
$1.64M 0.22%
+129,680
111
$1.63M 0.21%
+16,098
112
$1.62M 0.21%
+29,787
113
$1.62M 0.21%
+10,749
114
$1.61M 0.21%
20,372
-40,588
115
$1.6M 0.21%
155,229
+28,076
116
$1.6M 0.21%
20,698
+13,211
117
$1.6M 0.21%
25,943
+21,934
118
$1.58M 0.21%
+23,637
119
$1.56M 0.21%
5,547
+4,654
120
$1.56M 0.2%
+12,329
121
$1.54M 0.2%
28,500
+9,279
122
$1.53M 0.2%
+26,655
123
$1.52M 0.2%
+51,789
124
$1.52M 0.2%
13,585
+11,295
125
$1.5M 0.2%
28,968
+5,247
3 4
5
6 7