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
$319M
AUM Growth
-$477M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$4.76M
3
+$4.31M
4
GPN icon
Global Payments
GPN
+$4.19M
5
BSX icon
Boston Scientific
BSX
+$4.14M

Top Sells

1
+$32.8M
2
+$31.8M
3
+$19.8M
4
PKG icon
Packaging Corp of America
PKG
+$19.3M
5
NSC icon
Norfolk Southern
NSC
+$19.3M

Sector Composition

1 Healthcare 22.45%
2 Communication Services 15.42%
3 Technology 13.42%
4 Financials 11.26%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$220K 0.07%
+796
227
$220K 0.07%
+792
228
$220K 0.07%
+544
229
$220K 0.07%
+4,289
230
$219K 0.07%
+676
231
$218K 0.07%
+8,057
232
$218K 0.07%
+1,144
233
$218K 0.07%
+2,404
234
$218K 0.07%
4,456
-5,267
235
$217K 0.07%
+1,833
236
$215K 0.07%
+1,516
237
$213K 0.07%
+3,992
238
$213K 0.07%
+3,055
239
$213K 0.07%
+25,000
240
$212K 0.07%
+25,000
241
$211K 0.07%
+4,218
242
$209K 0.06%
+4,376
243
$209K 0.06%
+3,849
244
$209K 0.06%
+9,002
245
$208K 0.06%
+5,019
246
$206K 0.06%
+1,118
247
$206K 0.06%
2,286
-185
248
$206K 0.06%
1,176
-39,105
249
$205K 0.06%
+25,174
250
$203K 0.06%
+15,003
8 9
10
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