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
$319M
AUM Growth
-$477M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$4.17M
3
+$4.14M
4
BSX icon
Boston Scientific
BSX
+$4.05M
5
ICLR icon
Icon
ICLR
+$3.96M

Top Sells

1
+$19.8M
2
+$19.6M
3
+$18.2M
4
OXY.WS icon
Occidental Petroleum Corp Warrants
OXY.WS
+$17.9M
5
TU icon
Telus
TU
+$16.6M

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
– –
-67,355
402
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403
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-79,000
404
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-196
405
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-3,540
406
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-11,495
407
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-15,465
408
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-104,629
409
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-584
410
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-13,965
411
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-5,257
412
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-101,932
413
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-139
414
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-18,240
415
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-4,418
416
– –
-9,183
417
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-383,040
418
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-182,607
419
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-10,360
420
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-9,660
421
– –
-82,855
422
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-35,815
423
– –
-10,830
424
– –
-31,905
425
– –
-31,511
15 16
17
18 19