MFS

Mirabella Financial Services Portfolio holdings

AUM $1.04B
1-Year Est. Return 13.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.67%
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
+$13.2M
2
+$11.8M
3
+$10.3M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$9.78M
5
DHR icon
Danaher
DHR
+$9.29M

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 Industrials 8.93%
5 Energy 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$840K 0.1%
+35,098
227
$835K 0.1%
+9,492
228
$829K 0.1%
5,770
+863
229
$828K 0.1%
+27,510
230
$800K 0.09%
+11,200
231
$794K 0.09%
+2,441
232
$788K 0.09%
+14,410
233
$788K 0.09%
+12,669
234
$786K 0.09%
+2,063
235
$786K 0.09%
+63,928
236
$785K 0.09%
+29,559
237
$776K 0.09%
5,800
-2,129
238
$774K 0.09%
+10,477
239
$769K 0.09%
+6,841
240
$768K 0.09%
+6,842
241
$762K 0.09%
6,600
+2,054
242
$758K 0.09%
14,238
+10,543
243
$755K 0.09%
+2,209
244
$755K 0.09%
+11,553
245
$753K 0.09%
+32,707
246
$749K 0.09%
4,311
+2,569
247
$748K 0.09%
+54,300
248
$734K 0.09%
+3,412
249
$732K 0.09%
+19,880
250
$728K 0.08%
+234,000
8 9
10
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