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
201
$695K 0.09%
11,638
+3,098
202
$687K 0.09%
+28,800
203
$686K 0.09%
+2,760
204
$684K 0.09%
+4,582
205
$683K 0.09%
+16,180
206
$673K 0.09%
+14,320
207
$670K 0.09%
+29,686
208
$651K 0.09%
+4,297
209
$651K 0.09%
+1,805
210
$634K 0.08%
4,174
+2,470
211
$621K 0.08%
7,649
-52,411
212
$605K 0.08%
1,600
-1,212
213
$596K 0.08%
+7,021
214
$595K 0.08%
+17,200
215
$580K 0.08%
+11,777
216
$580K 0.08%
+35,000
217
$573K 0.08%
16,149
+2,665
218
$573K 0.08%
+63,220
219
$568K 0.07%
+4,515
220
$566K 0.07%
+4,970
221
$545K 0.07%
+9,850
222
$537K 0.07%
+1,912
223
$537K 0.07%
+10,193
224
$537K 0.07%
+6,878
225
$534K 0.07%
+2,784
7 8
9
10 11