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
176
$1.21M 0.13%
+9,785
177
$1.13M 0.12%
71,112
-25,929
178
$1.13M 0.12%
+12,409
179
$1.13M 0.12%
6,009
-1,887
180
$1.12M 0.12%
+18,530
181
$1.11M 0.12%
+4,900
182
$1.1M 0.12%
+33,340
183
$1.1M 0.12%
+26,800
184
$1.09M 0.12%
+5,907
185
$1.09M 0.12%
22,433
+15,870
186
$1.09M 0.12%
24,396
+19,356
187
$1.09M 0.12%
+9,492
188
$1.08M 0.12%
+5,415
189
$1.08M 0.12%
+34,542
190
$1.07M 0.12%
+3,596
191
$1.06M 0.12%
16,036
+11,686
192
$1.06M 0.12%
+3,094
193
$1.05M 0.12%
+11,644
194
$1.05M 0.11%
+82,521
195
$1.04M 0.11%
+24,269
196
$1.03M 0.11%
+59,939
197
$1.02M 0.11%
+2,292
198
$1.02M 0.11%
8,783
+6,710
199
$1.02M 0.11%
4,124
-410
200
$1.02M 0.11%
21,285
-31,768
6 7
8
9 10