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
$796M
AUM Growth
+$437M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$18.5M
3
+$16.9M
4
TU icon
Telus
TU
+$15.8M
5
VOD icon
Vodafone
VOD
+$13.2M

Top Sells

1
+$11M
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
+$7.21M

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
301
– –
-3,179
302
– –
-607
303
– –
-78,205
304
– –
-9,432
305
– –
-145,459
306
– –
-4,571
307
– –
-4,728
308
– –
-4,976
309
– –
-3,605
310
– –
-28,677
311
– –
-4,799
312
– –
-9,577
313
– –
-7,973
314
– –
0
315
– –
-9,882
316
– –
-23,964
317
– –
-26,951
318
– –
-13,040
319
– –
-23,419
320
– –
-7,260
321
– –
-2,683
322
– –
-34,327
323
– –
-10,022
324
– –
-15,282
325
– –
-2,222
11 12
13
14 15