MFS

Mirabella Financial Services Portfolio holdings

AUM $1.18B
1-Year Est. Return 14.25%
This Quarter Est. Return
1 Year Est. Return
+14.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$319M
AUM Growth
-$477M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$4.76M
3
+$4.31M
4
GPN icon
Global Payments
GPN
+$4.19M
5
BSX icon
Boston Scientific
BSX
+$4.14M

Top Sells

1
+$32.8M
2
+$31.8M
3
+$19.8M
4
PKG icon
Packaging Corp of America
PKG
+$19.3M
5
NSC icon
Norfolk Southern
NSC
+$19.3M

Sector Composition

1 Healthcare 22.45%
2 Communication Services 15.42%
3 Technology 13.42%
4 Financials 11.26%
5 Industrials 7.39%
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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-55,826
404
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405
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406
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407
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-52,919
408
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409
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-49,642
410
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411
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-38,665
412
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413
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-6,747
414
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-24,960
415
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-787
416
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-11,840
417
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0
418
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419
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420
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-5,530
421
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-36,570
422
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-58,300
423
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-55,195
424
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-2,002
425
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-36,112
15 16
17
18 19