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
$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
1
$25.2M 3.31%
+478,472
2
$23.9M 3.14%
+201,345
3
$18M 2.36%
56,425
+50,645
4
$16.3M 2.13%
+796,883
5
$15.8M 2.08%
+298,878
6
$11.3M 1.48%
+364,959
7
$10.7M 1.4%
+27,254
8
$10.6M 1.4%
+111,732
9
$10.4M 1.36%
+34,945
10
$10.4M 1.36%
+37,060
11
$10.2M 1.34%
271,266
-13,114
12
$9.8M 1.29%
100,674
+80,771
13
$9.66M 1.27%
+346,764
14
$9.57M 1.26%
22,294
+21,794
15
$8.99M 1.18%
+33,294
16
$8.11M 1.06%
139,386
+109,923
17
$8.05M 1.06%
68,114
+64,836
18
$7.99M 1.05%
+30,282
19
$7.96M 1.05%
+107,290
20
$7.94M 1.04%
109,400
+104,074
21
$7.85M 1.03%
+57,220
22
$7.84M 1.03%
+141,300
23
$7.83M 1.03%
+97,315
24
$7.81M 1.03%
+26,030
25
$7.78M 1.02%
110,232
+56,654
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