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
$961M
AUM Growth
-$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Top Buys

1
+$159M
2
+$69.2M
3
+$62M
4
GOGL
Golden Ocean Group
GOGL
+$35.8M
5
NIO icon
NIO
NIO
+$35.1M

Top Sells

1
+$34.3M
2
+$11.8M
3
+$9.07M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$8.14M
5
NXPI icon
NXP Semiconductors
NXPI
+$7.13M

Sector Composition

1 Healthcare 12.41%
2 Industrials 7.86%
3 Financials 5.87%
4 Technology 3.81%
5 Consumer Discretionary 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-10,030
327
– –
-14,021
328
– –
-3,660
329
– –
-45,000
330
– –
-117,810
331
– –
-25,000
332
– –
-3,680
333
– –
-11,206
334
– –
-2,128
335
– –
-25,000
336
– –
-79,883
337
– –
-181,748
338
– –
-21,407
339
– –
-34,804
340
– –
-25,722
341
– –
-7,461
342
– –
-110,477
343
– –
-1,003
344
– –
-41,365
345
– –
-10,434
346
– –
-5,061
347
– –
-3,180
348
– –
-1,634
349
– –
-6,330
350
– –
-206
12 13
14
15 16