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
$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
State Street 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
251
$173K 0.02%
20,045
-2,727
252
$166K 0.02%
+10,070
253
$165K 0.02%
+25,555
254
$163K 0.02%
+13,069
255
$156K 0.02%
+13,717
256
$154K 0.02%
13,680
-1,752
257
$154K 0.02%
23,750
-9,038
258
$152K 0.02%
31,255
-10,413
259
$147K 0.02%
1,872
+539
260
$143K 0.02%
40,280
-12,612
261
– –
0
262
$143K 0.02%
15,485
-3,807
263
$141K 0.02%
20,615
-2,913
264
$141K 0.02%
+17,955
265
$129K 0.02%
11,340
-3,376
266
$129K 0.02%
15,010
-70
267
$127K 0.02%
+84,600
268
$119K 0.01%
4,418
-344
269
$117K 0.01%
11,495
-2,157
270
$111K 0.01%
18
-17
271
$109K 0.01%
+61,655
272
$107K 0.01%
+223
273
$105K 0.01%
599
-292
274
$104K 0.01%
15,960
-4,964
275
$104K 0.01%
23,465
-18,751
9 10
11
12 13