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
126
$2.04M 0.22%
+42,806
127
$1.97M 0.22%
+30,975
128
$1.97M 0.22%
47,421
+38,261
129
$1.97M 0.22%
+94,099
130
$1.95M 0.21%
+23,348
131
$1.95M 0.21%
+13,132
132
$1.94M 0.21%
61,600
+24,451
133
$1.9M 0.21%
+50,500
134
$1.9M 0.21%
78,632
+32,525
135
$1.89M 0.21%
36,243
+31,910
136
$1.87M 0.21%
+29,183
137
$1.87M 0.21%
+79,710
138
$1.85M 0.2%
+35,307
139
$1.84M 0.2%
+54,441
140
$1.8M 0.2%
+24,323
141
$1.79M 0.2%
+14,776
142
$1.76M 0.19%
+13,702
143
$1.76M 0.19%
652
+208
144
$1.76M 0.19%
7,413
+4,690
145
$1.7M 0.19%
+81,788
146
$1.66M 0.18%
4,225
+1,539
147
$1.63M 0.18%
+6,781
148
$1.62M 0.18%
+64,820
149
$1.61M 0.18%
5,177
+4,217
150
$1.61M 0.18%
+12,094
4 5
6
7 8