We are live on ! Find out more
MFS

Mirabella Financial Services Portfolio holdings

AUM $1.03B
1-Year Est. Return 19.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.78B
AUM Growth
+$409M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$133M
2
+$46M
3
+$43.5M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$39.8M
5
NVDA icon
NVIDIA
NVDA
+$27.2M

Top Sells

1
+$19.8M
2
+$19.8M
3
+$19.6M
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$18.2M
5
UAA icon
Under Armour
UAA
+$17.3M

Sector Composition

1 Utilities 27.41%
2 Communication Services 22.77%
3 Technology 11.96%
4 Healthcare 9.53%
5 Consumer Discretionary 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-1,342
302
– –
-9,537
303
– –
-4,591
304
– –
-5,010
305
– –
-2,344
306
– –
-6,270
307
– –
-63,924
308
– –
-1,608
309
– –
-1,830
310
– –
-2,532
311
– –
-2,283
312
– –
-36,891
313
– –
-4,046
314
– –
-11,262
315
– –
-4,497
316
– –
-10,300
317
– –
-39,995
318
– –
-3,552
319
– –
-5,289
320
– –
-16,462
321
– –
-10,500
322
– –
-4,875
323
– –
-5,578
324
– –
-7,022
325
– –
-6,166
11 12
13
14 15