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
$860M
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1 +$13.2M
2 +$11.8M
3 +$10.3M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$9.78M
5
DHR icon
Danaher
DHR
+$9.29M

Top Sells

1 +$14.9M
2 +$14M
3 +$13.6M
4
VRNA
Verona Pharma
VRNA
+$10.4M
5
CNH
CNH Industrial
CNH
+$10.3M

Sector Composition

1 Healthcare 23.78%
2 Technology 15.2%
3 Consumer Discretionary 9.98%
4 Industrials 8.93%
5 Energy 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$317K 0.04%
+3,354
352
$317K 0.04%
+16,003
353
$312K 0.04%
+25,670
354
$310K 0.04%
+45,610
355
$309K 0.04%
+3,024
356
$308K 0.04%
+2,634
357
$308K 0.04%
+7,400
358
$302K 0.04%
+1,852
359
$302K 0.04%
+16,006
360
$297K 0.03%
+3,115
361
$295K 0.03%
+6,415
362
$295K 0.03%
+9,500
363
$294K 0.03%
+2,426
364
$293K 0.03%
+39,800
365
$290K 0.03%
+49,500
366
$290K 0.03%
+6,791
367
$289K 0.03%
+4,143
368
$285K 0.03%
+5,037
369
$285K 0.03%
+3,493
370
$285K 0.03%
+6,095
371
$285K 0.03%
+2,028
372
$284K 0.03%
+19,951
373
$283K 0.03%
+9,592
374
$281K 0.03%
+4,992
375
$280K 0.03%
+1,399