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
126
$1.49M 0.2%
+13,936
127
$1.49M 0.2%
+5,497
128
$1.48M 0.19%
+223,200
129
$1.48M 0.19%
+16,640
130
$1.46M 0.19%
+43,566
131
$1.46M 0.19%
+19,364
132
$1.45M 0.19%
+34,512
133
$1.44M 0.19%
+5,809
134
$1.44M 0.19%
+18,760
135
$1.42M 0.19%
+9,561
136
$1.42M 0.19%
19,997
+13,299
137
$1.41M 0.19%
9,502
-1,850
138
$1.38M 0.18%
+17,000
139
$1.37M 0.18%
+33,371
140
$1.35M 0.18%
+130,260
141
$1.34M 0.18%
+54,554
142
$1.34M 0.18%
+11,664
143
$1.29M 0.17%
+70,370
144
$1.26M 0.17%
750
+186
145
$1.25M 0.16%
4,623
-9,886
146
$1.25M 0.16%
+53,000
147
$1.24M 0.16%
+24,456
148
$1.24M 0.16%
+14,242
149
$1.23M 0.16%
+50,000
150
$1.21M 0.16%
+21,718
4 5
6
7 8