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
$520M
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$16M
3
+$13.9M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$10.4M
5
HUM icon
Humana
HUM
+$8.65M

Top Sells

1
+$7.55M
2
+$7.11M
3
+$6.91M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$4.76M
5
CVS icon
CVS Health
CVS
+$4.31M

Sector Composition

1 Healthcare 17.89%
2 Financials 16.6%
3 Communication Services 10.36%
4 Industrials 9.8%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-4,919
377
– –
-3,849
378
– –
-23,700
379
– –
-6,967
380
– –
-5,910
381
– –
-1,680
382
– –
-15,958
383
– –
-1,142
384
– –
-6,355
385
– –
-17,546
386
– –
-676
387
– –
-9,470
388
– –
-80,760
389
– –
-1,344
390
– –
-4,861
391
– –
-1,833
392
– –
-5,868
393
– –
-1,516
394
– –
-9,323
395
– –
-1,081
396
– –
-1,494
397
– –
-3,154
398
– –
-2,013
399
– –
-9,002
400
– –
-544
14 15
16
17 18