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
$953M
AUM Growth
-$4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1 +$19M
2 +$15.6M
3 +$15.3M
4
HON icon
Honeywell
HON
+$8.58M
5
PPBI
Pacific Premier Bancorp
PPBI
+$7.36M

Top Sells

1 +$293M
2 +$189M
3 +$185M
4
ADSE icon
ADS-TEC Energy
ADSE
+$178M
5
AAPL icon
Apple
AAPL
+$157M

Sector Composition

1 Industrials 33.36%
2 Financials 17.06%
3 Technology 12.74%
4 Consumer Discretionary 11.5%
5 Consumer Staples 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-3,798