MFS

Mirabella Financial Services Portfolio holdings

AUM $1.15B
1-Year Est. Return 13.8%
This Quarter Est. Return
1 Year Est. Return
+13.8%
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
176
$814K 0.11%
+6,220
177
$810K 0.11%
+56,450
178
$799K 0.1%
+36,468
179
$796K 0.1%
+14,055
180
$795K 0.1%
+19,300
181
$786K 0.1%
16,709
+7,317
182
$784K 0.1%
+46,030
183
$776K 0.1%
37,768
-50,372
184
$772K 0.1%
+18,360
185
$764K 0.1%
+27,360
186
$763K 0.1%
5,133
-4,108
187
$739K 0.1%
+15,860
188
$737K 0.1%
+1,089
189
$736K 0.1%
6,545
-36,176
190
$729K 0.1%
3,432
-11,261
191
$717K 0.09%
+49,076
192
$716K 0.09%
+30,780
193
$714K 0.09%
+25,920
194
$712K 0.09%
+19,780
195
$709K 0.09%
+2,839
196
$707K 0.09%
+7,364
197
$706K 0.09%
+65,400
198
$705K 0.09%
+216,320
199
$705K 0.09%
9,184
+5,414
200
$704K 0.09%
+19,854
6 7
8
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