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
151
$1.2M 0.16%
+24,710
152
$1.19M 0.16%
+50,000
153
$1.17M 0.15%
3,779
+2,983
154
$1.16M 0.15%
+14,971
155
$1.15M 0.15%
15,727
+6,488
156
$1.15M 0.15%
+8,500
157
$1.12M 0.15%
+66,000
158
$1.11M 0.15%
10,210
+8,180
159
$1.03M 0.14%
49,818
-44,704
160
$996K 0.13%
13,189
-31,392
161
$987K 0.13%
+16,026
162
$984K 0.13%
100,000
163
$980K 0.13%
+150,000
164
$969K 0.13%
+8,325
165
$964K 0.13%
+9,423
166
$963K 0.13%
8,279
+5,487
167
$941K 0.12%
14,868
+11,042
168
$937K 0.12%
55,104
+10,344
169
$927K 0.12%
+35,239
170
$916K 0.12%
+7,311
171
$903K 0.12%
14,970
+11,066
172
$893K 0.12%
3,696
-39,008
173
$886K 0.12%
+3,828
174
$881K 0.12%
+65,880
175
$816K 0.11%
+11,460
5 6
7
8 9