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
$796M
AUM Growth
+$437M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$18.5M
3
+$16.9M
4
TU icon
Telus
TU
+$15.8M
5
VOD icon
Vodafone
VOD
+$13.2M

Top Sells

1
+$11M
2
+$10.6M
3
+$7.75M
4
PBCT
People's United Financial Inc
PBCT
+$7.4M
5
XHB icon
State Street SPDR S&P Homebuilders ETF
XHB
+$7.21M

Sector Composition

1 Technology 16.51%
2 Financials 16.21%
3 Healthcare 12.46%
4 Communication Services 10.13%
5 Consumer Discretionary 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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402
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403
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404
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405
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407
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-27,789
408
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-8,940
409
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410
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411
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412
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413
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414
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-6,654
415
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416
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-4,553
417
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-4,496
418
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-938
419
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420
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421
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422
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-115,653
423
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-4,553
424
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425
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-7,289
15 16
17
18 19