MFS

Mirabella Financial Services Portfolio holdings

AUM $953M
1-Year Est. Return 26.71%
This Quarter Est. Return
1 Year Est. Return
+26.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$796M
AUM Growth
+$437M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$20.2M
3
+$19.8M
4
TU icon
Telus
TU
+$16.6M
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$15.2M

Top Sells

1
+$27.2M
2
+$10.6M
3
+$7.75M
4
PBCT
People's United Financial Inc
PBCT
+$7.4M
5
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$7.35M

Sector Composition

1 Technology 16.51%
2 Financials 16.21%
3 Healthcare 12.46%
4 Communication Services 10.13%
5 Consumer Discretionary 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.8M 2.59%
1,048,707
+838,695
2
$20.4M 2.55%
+85,800
3
$20.2M 2.53%
+146,674
4
$19.8M 2.48%
+174,029
5
$19.4M 2.42%
1,174,512
+842,159
6
$17.9M 2.23%
106,048
+87,301
7
$15.2M 1.9%
+265,269
8
$14.2M 1.77%
+49,642
9
$13.5M 1.68%
+144,870
10
$12M 1.49%
+218,116
11
$12M 1.49%
+42,197
12
$11.8M 1.47%
92,544
+83,858
13
$11.7M 1.46%
+173,568
14
$11.2M 1.4%
38,923
+28,544
15
$10.8M 1.35%
337,328
+63,665
16
$9.04M 1.13%
+68,120
17
$8.38M 1.05%
+187,385
18
$7.97M 1%
+74,507
19
$7.83M 0.98%
+110,081
20
$7.77M 0.97%
177,360
+171,640
21
$7.5M 0.94%
156,798
+118,249
22
$7.48M 0.93%
+26,505
23
$7.4M 0.92%
+34,845
24
$7.39M 0.92%
+22,467
25
$7.37M 0.92%
+55,826
1
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