MFS

Mirabella Financial Services Portfolio holdings

AUM $1.04B
1-Year Est. Return 13.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.96B
AUM Growth
+$3.86B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$294M
2
+$248M
3
+$188M
4
NVDA icon
NVIDIA
NVDA
+$163M
5
AAPL icon
Apple
AAPL
+$163M

Top Sells

1
+$22M
2
+$20M
3
+$7.61M
4
MPWR icon
Monolithic Power Systems
MPWR
+$5.93M
5
BEP icon
Brookfield Renewable
BEP
+$5.84M

Sector Composition

1 Technology 21.55%
2 Industrials 15.88%
3 Financials 15.59%
4 Consumer Discretionary 14.17%
5 Healthcare 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
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-3,342,960
302
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-949
303
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-7,186
304
– –
-63,715
305
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-10,500
306
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0
307
– –
-14,767
308
– –
-2,144
309
– –
-18,631
310
– –
-11,105
9 10 11 12
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